Estate Planning
and Trusts
Ensuring your legacy benefits those you cherish and causes close to your heart
Safeguard Your Legacy
New Way Advisers collaborates closely with skilled CPAs and legal professionals, crafting bespoke estate planning solutions that align with your financial vision.
Helping You Achieve Your
Estate Planning Objectives
Project Assets
Manage Division of Assets
Avoid Probate
Maintain Privacy
Save Taxes
Pass Along More Wealth
Personalized Estate Strategies by Our Legal Team
We’re dedicated to the growth and protection of your assets, ensuring they support your family and cherished causes after you. Our Estate planning experts will devise a plan that safeguards your assets and secures your family’s future.
Estate Planning: A Pillar of Financial Planning
Clear Communication
Asset Availability
Privacy and Probate
Tax Minimization
We ensure your wishes are clearly articulated to your loved ones to prevent misunderstandings.
Essential Elements of Estate Planning
New Way Advisers provides a comprehensive range of estate planning services tailored to fit each client's unique situation. This suite of services is designed to integrate seamlessly with your overall financial plan, ensuring that all elements of your estate are managed according to your specific needs and goals.
Wills
Durable Powers of Attorney
Healthcare Powers of Attorney
Living Wills
Revocable Living Trusts
Irrevocable Trusts
Life Insurance Trusts
Charitable Trusts
Foundations
Special Needs Trusts
Understanding Wills vs. Trusts
This common estate planning questions merits clarity. Here’s a general overview of the differences:
Probate Avoidance
Simplified Tax Planning
Effectiveness Timeline
Asset Retitling Required
Functionality
Trusts can bypass probate, while wills typically cannot, making trusts a more efficient option of asset transfer.
