Estate Planning

Make the Most of the Legacy You Leave

At WestStar we believe that inheritance is not just about money ─ it’s about your values. Creating a legacy you can be proud of requires real considered thought and careful planning.

We help you prepare thoroughly, by:

  • Ensuring all elements of your estate plan (including your will, living will, trust, and gifts) are addressed.
  • Calculating the value of your estate, and helping you to determine how best to divide assets with your loved ones and preferred charities.
  • Ensuring your values and wishes are properly conveyed to future generations, along with your bequests.

Estate planning goes well beyond the legacy you leave and how your assets will be distributed to both your loved ones and those causes you care about.

We’ll help you to create a sound tax-efficient estate plan.

Your estate plan will include a collection of documents covering your will, a living will, guardianship designations, beneficiary designations, healthcare power of attorney, durable power of attorney, and a personal letter outlining your wishes, should you pass away or become incapacitated.

Meet our WestStar Advisors