Top

Estate Planning

Your Purpose Doesn’t Have to End When You Pass Away.

“What’s going to happen to my wealth after I’m no longer here?”

Talking about estate planning isn’t a naturally comfortable conversation, but the intentionality behind estate planning is one of the best ways to take care of your family.

Do you know where your wealth will end up and how it will be used after your death? Will your values be passed down along with your wealth? That’s the greater question beyond a dollars-and-cents conversation. You want to know that your loved ones will get to enjoy the life you dreamed for them years ago, while also carrying forward the values around money that you set out to establish. When we handle estate planning with your family’s best interest in mind, the uncomfortable details can quickly transition into a fresh, exciting dream for their future.

Estate planning deserves to be carefully built with the right people discussing the right details so your wishes and values remain intact.

  • What matters the most to you?
  • How do you want to be remembered?
  • What causes and initiatives would you love to support beyond your life?

Our Avior Wealth Management team steps into these conversations with grace and tact. We cover the essential details to pair your values – what you want to be remembered for – with the bigger picture of your estate and legacy. Your purpose doesn’t have to end when you pass away. It can continue on with a brighter future for your family.

Who We Work With for Estate Planning

Estate Planning is an essential conversation for investors of any age. Sadly, many investors are unaware how important estate planning is for their family’s future. Have the conversation with our team today to set your family up for success.

What We Can Work on Together

  • We will collaborate with outside attorneys on your estate plan
  • Ensure estate planning documents match for absolute clarity
  • Coordinate account beneficiaries with your estate plan
  • Gifting strategies while alive and legacy planning at death
  • Facilitate family meetings, when needed, to help your family understand how to best carry your plan into the future.

One of the Best Ways to Tell Your Family You Love Them Is Through Careful Estate Planning

Your greatest lasting gift you can leave your family are the values you embody throughout life. With Estate Planning, those values and your wealth can carry well into the future. The first step is talking with our Avior Wealth Management team about your estate plan.

Start Planning

Disclaimer: Nothing contained herein should be construed as legal or tax advice. Avior and our Advisors will work with your attorney and/or tax professional to assist with your legal and tax strategies. Please consult your attorney or tax professional with specific legal and/or tax questions.

Meet

Your Team.

All of our advisors care deeply about getting to know who you are and what you care about. Because we understand that the things we are helping you care for go far beyond your wealth. Your advisor will be your guide throughout the process, and you’ll also have a whole team of experts behind you. We value working together and collaborating as a team so we can use each advisor’s expertise to get the best results possible. The time, care, and intention we put into our relationships with our clients and building their plans with integrity and excellence are why many of our clients feel we’re more than their advisors… we’re honored to often earn the title of trusted friends and confidantes.

Meet Our Firm

Expert Financial &

Wealth Management Information

It's our goal to stay on top of trends & strategies, while educating and sharing with our clients.

How Corporate Profits and Dividends Affect Investor Returns

The stock market has been supported by a healthier-than-expected economy this year, generating returns that have helped many portfolios to partially recover from last year’s…

Read More

Why Investors Can Be Thankful After a Volatile Year

While it may not feel like it, investors truly do have much to be thankful for this holiday season. Over the past year, investors have…

Read More

How Inflation Impacts Taxes and Retirement Benefits

While the holiday season is ideally a time for family and friends, it is also the best time to review tax strategies for the coming…

Read More

Gain Control of Your Financial Future

At Avior, we build comprehensive financial plans with great intention and care, always with the aim of helping you achieve what matters most to you and those you love.