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Estate Planning

Leaving It All Behind on Your Terms

Your estate involves everything you own at the time of your death, including money, property, insurance, and other assets. Although you cannot take these things with you, you can certainly decide ahead of time who you should leave them to. Bay Financial Associates is your valued advisor for estate planning services for a legacy you can be proud of.

Planning Ahead

Estate planning means identifying strategies to help ensure that you’re taken care of during retirement through wealth preservation and asset distribution to your beneficiaries. Our team can assist you through navigating family dynamics, trust planning, and the transfer of a business. It’s your estate and we focus on employing time tested techniques and approaches for your goals.

Estate planning strategies also include details for getting your affairs in order. We can consult with your attorney to provide guidance on the following:

  • Beneficiary Reviews: Review the beneficiary designations on your insurance policies, annuities and retirement accounts to assure that your assets transfer to the people that you want
  • Trust Planning: Consult on general considerations regarding trust type, asset location and beneficiaries
  • Special Needs Planning: Provide advice and support for a comprehensive plan for families of individuals with special needs
  • Advance Health Care Directive and Healthcare Power of Attorney: Outlines measures to be taken if illness or incapacity prevents you from making decisions for yourself
  • Power of Attorney: Authorizes someone you specify to act on your behalf in private, business, or other legal matters
  • Last Will and Testament: Provides instructions on how your assets are to be distributed and may also designate a guardian for minor children upon your death

Leaving a Legacy

When it comes to leaving it all behind, make sure you do it the right way. Contact us today to start exploring your options.

LPL Financial and Bay Financial Associates do not offer legal advice or services. 

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