Estate & Wealth Transfer Planning
Learn how goals-based investing can help insulate your portfolio against market volatility.Register Today
You have worked hard for your wealth. Now make sure it ends up in the right hands.
Every conversation at Cresset begins and ends with the financial goals you’ve set for you and your family. While there is no one right answer for everyone, there is a basic set of documents every family should have, and should be reviewed regularly. As part of a relationship with Cresset, we will review the following:
- Is your Will or Trust updated to reflect your current wishes, including guardianship for your children, and is it in accordance with current legislation?
- Are your beneficiary designations current?
- Do you have a durable power of attorney and healthcare power of attorney in place?
After we cover the basics, our deep understanding of wealth transfer planning allows us to tailor recommendations to achieve your specific objectives. Working hand in hand with your other professional advisors, we quantify the benefit of engaging in wealth transfer strategies. Whether your wealth is destined for your family or charity, our experts will help craft a plan that gives you piece of mind that the wealth you have worked so hard to create will benefit the people and causes you care most about.
Schedule a Strategy Session
Connect with a member from the Cresset team to learn more about our services and begin your discovery process.