Estate and Beneficiary Planning
Secure Your Legacy, Protect Their Future.
At Pathways Advisory Group, we are a fee-only financial planning firm that helps you create a clear, tax-efficient estate plan that honors your wishes and safeguards your loved ones. Whether you're planning for the next generation or ensuring a smooth wealth transfer, our expert advisors guide you every step of the way.
What We Do
We begin by reviewing existing estate plan and beneficiary information and compiling an Estate Plan Diagram. The visual representation of your estate guides discussion about the following:
Who should receive your money? All at once or over time?
Are the right people designated as executors, trustees, and financial agents?
Are your heirs prepared to handle this legacy?
Are your beneficiary designations still appropriate and in alignment with wills or trusts?
Do we need to plan for estate taxes?
What are your thoughts on gifting to loved ones or charities?
Would you like us to arrange a family meeting?
Answers to these questions may suggest modifications, updates or improvements. In concert with your estate planning attorney, we assist in clarifying your priorities and determining the proper flow of wealth.
From time to time, we revisit the plan. Our experience is that estate plans are often amended.
When death occurs, we provide an After-Death Checklist: Tasks for First Few Days, First Weeks, and Beyond. And we assist your heirs in settling things and attending to the many details.
Why We Do It
We have seen many poorly designed estate plans. We have seen many clients who do not understand their plan. Much heartache can be avoided with proper planning. A carefully prepared plan can provide peace of mind.
What We Don’t Do
We do not draft legal documents. We do not practice law. We do not give legal advice. But we do help you interpret the plan you have in place. How does it flow? Who is in charge? Are updates needed?
Secure your financial future.
Contact Pathways Advisory Group today to schedule a consultation and take the first step toward achieving your financial goals.