Complete Peace of Mind with a Holistic Estate Plan

An estate plan isn’t just a will—it’s a personalized strategy to preserve your wealth and provide clear instructions for your loved ones. SilverStone’s comprehensive plans address every aspect of planning for the future.

Key Components of a Full Estate Plan:

  • Trusts & Wills: Clarify how your assets are distributed and managed.

  • Durable Powers of Attorney: Designate someone to manage financial affairs if you become incapacitated.

  • Healthcare Directives: Specify your medical preferences in case of emergencies.

  • Property Transfers: Ensure real estate aligns with your overall plan.

Common Examples:

  • Scenario 1: A single parent with minor children drafts a will and trust to provide for guardianship and inheritance.

  • Scenario 2: A retiree minimizes estate taxes through advanced trust strategies, leaving more to their beneficiaries.

  • Scenario 3: A family prepares for unforeseen health issues by creating durable powers of attorney and healthcare directives.

Additional Considerations:

  • Addressing blended families or unique personal circumstances.

  • Protecting business interests through succession planning.