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ESTATE PLANNING SERVICES
Team Oliver estate planning services are far beyond
straightforward, financial analysis. This planning
area requires a special sensitivity to the dynamics of
your entire life—family, finances, business, lifestyle,
and goals.
We routinely visit with you to help you identify and
clarify your goals, explain projected tax and other
consequences, and recommend alternative strategies.
We’ll help you identify goals
Our primary goal is to help you identify and clarify
your estate planning goals.
Most individuals have goals that center on
preserving and directing the disposition of their
assets, while reducing the potential estate tax
liability and providing for adequate liquidity.
We’ll help you review your current situation
Our approach includes such activities as:
• Analyzing your current financial situation
• Gaining knowledge of your nonfinancial situation
(family, business)
• Identifying any anticipated assets (remainder interests,
life insurance proceeds, potential inheritances)
• Determining estate liquidity needs
• Reviewing asset titling
• Reviewing relevant documents (existing wills, trusts,
insurance policies, retirement plans)
• Reviewing current beneficiary designations to make
sure they are consistent with the estate plan.
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Developing Estate Planning Strategies
After reviewing your goals, assets, liquidity, legal documents, and other aspects of your life, we develop and
evaluate alternative strategies that, based on available resources and other constraints, are designed to fulfill
your estate planning goals.
Coordinating the Estate Planning Team
As just one of the professional on your estate team, we think it is important to periodically coordinate with the
other various members of your estate planning team—attorneys, insurance brokers, investment professionals,
actuaries, appraisers—to ensure that your strategies are properly implemented.
Implementing and Monitoring
We often take the role of assisting you on the implementation of your various recommendations, including the
coordination of such activities as the selection of an attorney to draft documents; the transfer or re-titling of
assets; making the correct beneficiary designations; gifting programs; and purchase of insurance. In addition,
it is important to monitor changes in your family, health, business, and other life situations on an ongoing
basis to assess the continuing validity of the estate plan.
Contact us today for a complimentary consultation.
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Financial Life Advisors (FLA), a Registered Investment Adviser, and Jim Oliver & Associates, P.C. (JOA) are under common ownership and control. Team Oliver is used to describe collaborative services of both firms. Professional tax services are provided by JOA and investment advisory services are provided by FLA, each under separate agreements.
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Sign up here to schedule a
COMPLIMENTARY
consultation with a member
of Team Oliver.
Please bring a copy of last
year's income tax return.
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