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The Steele Larson Advisors - Estate Planning Process

The most challenging areas of the financial planning process are usually associated with the details of our own mortality.

 

However, we want you to have the peace of mind that your family will be well cared for in the event of your absence. By planning now for what lies ahead, you will allow your family to grieve your passing without financial distractions.


Another reason individuals tend to delay estate planning is to avoid the possibility of hurt feelings and family arguments. Unfortunately, this tactic only delays the inevitable. Jealousy, power struggles, sibling-rivalries and other powerful emotions often resurface the day a loved one passes. Sensitive planning with candid discussions about the eventual wealth-transfer can diffuse any future family discord, and give you the comfort of knowing you have taken every area into consideration.


The Wealth Advisors at Steele Larson Advisors LLLP are experts in estate planning, trusts and legal entities which can reduce estate tax, avoid probate expense, eliminate estate hassles, and abate any potential family disputes.

































Important Questions:


Can anyone plan my estate?


No one can plan YOUR estate-but you.

 

However, your wealth advisor in conjunction with experienced legal counsel can simplify matters by guiding you through the process. They will make suggestions and answer your questions to make the process easy to complete.


What makes SLA's Estate Planning different?


With your wealth advisor as a single point of contact, we coordinate legal, tax, insurance, accounting and your particular family dynamics into an integrated estate plan.



Can I include my children in the Estate Planning?

 

SLA Wealth's program Family Steward helps prepare the next generation for the challenges of managing wealth.


We encourage open discussion with children and other family members during the estate planning process. With sensitivity and discretion, your wealth advisor can coach you regarding when and to what extent children should be included in the estate planning process.