What to Expect:

Our Estate Planning service ensures that your hard-earned assets, creative works, and financial future are protected and passed on according to your wishes. This service is tailored specifically for artists and creatives, offering peace of mind that your legacy will endure.

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1. Asset Overview & Inventory:

   • We’ll start by taking a comprehensive inventory of all your assets—both tangible and intangible. This includes everything from property and savings accounts to intellectual property such as art, music, or written work.

2. Wills & Trusts:

   • We’ll work with you to create a will or trust that clearly defines how you’d like your assets distributed. Whether you’re planning for family members, beneficiaries, or charitable organizations, we’ll ensure that your legacy is managed exactly as you intend.

3. Intellectual Property Protection:

   • As a creative, your intellectual property is one of your most valuable assets. We’ll ensure that your creative works are protected and legally transferred to the appropriate beneficiaries, preventing any disputes or unauthorized use.

4. Tax-Efficient Estate Strategies:

   • We’ll develop a tax-efficient estate plan that minimizes estate taxes and ensures more of your wealth is passed on to your heirs. This includes strategies such as gifting, trusts, and other financial tools to reduce tax liabilities.

5. Health Care Directives & Power of Attorney:

   • We’ll help you set up advanced directives, ensuring your medical and financial decisions are in trusted hands if you’re unable to make them. A power of attorney and health care directive will ensure your wishes are respected in all circumstances.

6. Beneficiary Designation Review:

   • We’ll review and update the beneficiaries on all your accounts, including retirement accounts, insurance policies, and investments, ensuring everything is properly aligned with your estate plan.

 

Outcome:

By the end of this service, you’ll have a fully customized estate plan that protects your assets, ensures your creative works are secure, and provides peace of mind for the future. Your legacy will be safeguarded, allowing you to focus on what you love today, knowing tomorrow is taken care of.