What Are The Next Steps?

A well-crafted estate plan is a snapshot of your client’s legacy: it shows what they have created over the course of a lifetime and identifies those who will benefit from their generosity.  Taking time to map out a wealth transfer strategy and then clearly communicate that strategy to beneficiaries early is critical, so that all of the decisions are in your control.

The most fundamental estate planning principles remain unchanged.  The duties to manage finances and assets prudently, pass values along with wealth to children and grandchildren, and treat all beneficiaries fairly are all responsibilities that are necessary. Austin Capital can provide the guidance and resources to you and your client to begin the challenging process of crafting trusts to ensure the estate plan is carried out in the most efficient manner for all parties involved.