Estate Planning
ESTATE COORDINATION WITH THE PLANNING EXPERTS IN PALM DESERT, CA
KEEP TABS ON YOUR FUTURE WITH ESTATE PLANNING NOW
Estate planning may be a difficult process, especially when dealing with the death of a loved one. Our mission at Boracchia Wiviott Wealth Partners in Palm Desert, CA, is to provide you guidance to help you avoid future difficulties and ensure that your family, friends, and business partners are set up for success.
Our team are able to help compare your sophisticated legacy planning needs as well from Donor Advised Funds (DAFs) to Private Foundations (PFs). We often review the benefits and limitations of these and myriad other options from probate to revocable and irrevocable trust strategies.
In addition, we host proprietary seminars on when Barbara lost Bill for women at every stage of life to learn how to handle their finances in Palm Desert, Rancho Mirage, Indian Wells, Palm Springs, Coachella, Indio and beyond.
Picture of some of the Wiviott Boracchia matriarchs who instilled the values of love, planning properly, and committal to our community that our team generously shares daily.
WHAT IS AN ESTATE PLAN?
An estate plan is a set of legal documents that outlines your desires and how you want your estate dispersed to your beneficiaries. Your estate consists of your cash, property, assets, and business. The estate plan organizes the transfer of your assets and provides for those for whom you are accountable.
THE IMPORTANCE OF ESTATE PLANNING
By planning in advance, there will be less headaches for your loved ones. When there isn’t a proper plan in place, it’s not uncommon for there to be internal conflict and confusion on how to best respect your wishes after you’re gone and how to properly distribute your assets. To avoid all of this, our team will help work with you to make sure there’s a proper plan set and there’s no room for misunderstandings once you’re gone.