Estate Planning

Aged couple shares smiling while sitting together on rocky beach.

Estate Planning

Estate Planning

A well-designed estate plan can provide financial stability for your loved ones and assistance for the causes that are important to you, while also reducing the burden put on those tasked with wrapping up your affairs. From creating an initial plan to overhauling an outdated strategy, our team will help guide you through the estate planning process so you can achieve your legacy objectives.

Strategic Review 

At Cogent Private Wealth, we understand that your desires and needs for your estate plan can change. Whether you welcome a new family member, buy or sell a significant asset, or need to regroup after a change in estate law, our team of experts will work with you to evaluate your current plan, coordinating with an experienced attorney to make updates as needed.

Tax-Efficient Wealth Transfer 

No one wants the value of their legacy diminished by taxes—but failing to consider tax implications can leave your estate susceptible to avoidable tax burdens. Our team planners will help you take stock of your assets and assist you in creating efficient tax strategies that maximize the wealth passed on to the people you love.

Shape Your Legacy with Our Expert Estate Planning Solutions 

Our approach to estate planning helps you prioritize proactive strategies to ensure your wishes are not only accurately represented but also legally protected. We will help find an experience estate planning attorney and there to guide you through the intricacies of estate planning, providing peace of mind as you secure your legacy and support the people and causes that matter most to you.

Make an appointment with a planner today to see what we can do for you.  

Provide financial stability

67% of U.S. adults have not created estate planning documents. 

Source: legalzoom.com

American retirees expect to transfer more than $36 trillion to their families, friends, nonprofits, and additional beneficiaries over the next 30 years. (Source: seniorliving.org)

40% of American adults say they don’t have a will because they haven’t gotten around to it. (Source: caring.com)

18% of people don’t know what an advance health care directive is. (Source: Cambridge Trust)

American retirees expect to transfer more than $36 trillion to their families, friends, nonprofits, and additional beneficiaries over the next 30 years. (Source: seniorliving.org)

40% of American adults say they don’t have a will because they haven’t gotten around to it. (Source: caring.com)

18% of people don’t know what an advance health care directive is. (Source: Cambridge Trust)