Estate Planning and Trust Services
Regardless of your age or health status, every adult should know what will happen to their assets when they no longer need them. If you have plans for your house, material possessions, financial assets, and more, they should be documented in writing and implemented into your financial plan by estate planning professionals like those at The Meredith Group. Our estate planning and wealth management services have given countless people peace of mind knowing their wishes will be fulfilled and loved ones taken care of — join them today and let us take care of everything.
Financial and Estate Planning for Western Pennsylvania
While it is something no one wants to think about, financial and estate preparation is crucial in making sure the people and organizations you love are provided for in your absence. Our team will work closely with your attorney to ensure items like a Will, Power of Attorney, and Advance Directive are kept on file and incorporated into your financial plan. We will also work closely with your attorney to create appropriate trusts to ensure your final wishes are carried out as desired. Our partners at Baird Trust can also serve as corporate trustee, provide estate settlement, and develop charitable strategies such as establishing a private foundation
None of us know what will happen tomorrow, but we can prepare for the possibilities. At The Meredith Group, we want to establish your requests so we can advocate for your wishes when the time comes. Whether that means establishing a trust fund, allocating funds and valuables to your family members, or contributing to your favorite charities, trust that we will be there to ensure all parties adhere to your wishes.
Our Estate Planning Process
When you come to us for estate planning and trust establishment, we move the process along as quickly as possible so you can get back to your life. All it takes is a few simple steps:
Meeting: During our initial meeting, we want to get to know you and your financial goals. We'll look at the value of your estate and how you hope to allocate it so we can prepare your plan properly.
Determine: We will uncover your unique situation to set goals and determine priorities and risk tolerance.
Plan development: As we start to understand your goals for our partnership, we will create a written plan that shows how your assets will flow to your desired beneficiaries.
Implementation: Once we're in agreement, we'll make recommendations regarding legal documents, trusts, and other estate planning solutions so that when the time comes, everything is already in place. We will also be available for you to change your stipulations at any time.
Secure Wealth Management and Tax Planning For Generations
Estate planning helps to prepare your loved ones for life without you. The Meredith Group understands how difficult it can be for a family member to deal with the challenges of probate while grieving, which is why we try to ease the burden.
We know how important it is to have financial professionals you can rely on, and you can rest assured that we will continue to be that for your family long into the future. Let us ease this transition and make sure the people and organizations you care about most are provided for generations to come.
Work With Estate Planning Consultants You Can Trust
Get started with estate planning and other financial planning services with The Meredith Group today. Reach out online or at (412) 633-1986. Our Certified Financial Planners™ and other award-winning experts are ready to secure your and your loved ones' futures through experienced tax planning and wealth management.