Many people view estate planning as something to be addressed later in life or only after they have accumulated substantial wealth. The reality is that anyone who owns a home, has children, or contributes to a retirement account can benefit from a simple estate planning review. A basic understanding of estate planning can help you take care of the people who are important to you, potentially reduce taxes, and avoid common and costly mistakes.
Deller Wealth Management provides you with the tools and resources you need to help make informed decisions about your future plans. Our Comprehensive Financial Planning clients are given complimentary access to Everplans, a software dashboard to assist in documenting estate planning goals and to help keep you organized. This software includes a bank of over 1,000 curated state-specific articles to help you self-educate and prepare for planning conversations with an attorney, which will help keep your consultation fees low.
At Deller Wealth Management, we help locate and vet estate planning professionals to best serve your needs. If you are already working with a professional, we will confirm your accounts align with your estate plan. Need a referral? Think of us as your primary care physician referring you to a specialist. We negotiate discounted rates with these professionals on your behalf. We will coordinate the conversation and provide you the necessary tools, whether you are meeting in our conference room or your estate planner’s office, it is important to document your wishes.
Estate Planner Professional Fees
Fees for this service are collected by the outside professional you choose directly. Deller Wealth Management does not receive any economic benefit, directly or indirectly, from any third party for advice rendered to our clients, nor do we, directly or indirectly, compensate any person who is not advisory personnel for client referrals.
External Planning Resources
Though not a substitute for legal advice, this booklet provided by the state of Michigan can help you organize your family’s personal, financial, and medical information.View & Download PDF
Please note that the information contained is not intended to constitute tax or legal advice. Always be sure to consult with your own tax and legal professionals regarding your own personal circumstances.