Your estate encompasses everything you are proud of in your lifetime, including assets, savings, property, and more. Learn the best way to plan for your estate’s security, in any event, to continue your legacy and support your financial wishes.
A sound estate plan provides you greater control over your assets during your lifetime. Our planning strategies can help protect your legacy and provide a plan for everything you want to happen with your wealth, assets, property, and more when you no longer need them.
You’ll get help creating a customized plan that supports your best wishes for your finances, assets, and estate in the event you are no longer able to control them.
You'll receive guidance on the best way to plan to preserve or distribute your assets as needed with appropriate distribution to your heirs and charities.
Your wishes are legally documented to help attorneys and your family correctly handle your estate through anything, including new marriages, new births, and more.
Planning ahead for the protection, transfer, and distribution of your estate can make the process much simpler and easier for your family and loved ones. Additionally, estate planning helps your family avoid the complex probate process in court.
Our advisors can help you make a plan to preserve assets in the event of incapacity.
Estate taxes can be costly; let us help you plan ahead to mitigate these expensive pitfalls.
Get a personalized plan that documents long-term family care costs, education fees, and more.
You’ll get planning to help cover your estate from high court costs, taxes, professional fees and more.
If you don’t plan for the outcome of your estate, it may inevitably be done for you by a third party. Let Bartholomew & Company help you get ahead of life’s curveballs to plan for your wishes.
Make sure your wills and trusts include plans to protect your family and legacy in any event. Our advisors can help.
You’ll get help choosing powers of attorney to have confidence in knowing you’ll have financial control - even when not around.
Let us work in collaboration with you, your CPA, and your attorney to create a personalized estate plan that supports your wishes, protects your legacy, and helps you leave your mark.
Get on track with your goals and work toward your financial future with help from our advisors at your side. Contact us to schedule a complimentary consultation.
