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estate planning

OUR COMPREHENSIVE ESTATE PLANNING ADVICE

You want your loved ones to be protected if you become incapacitated or pass away unexpectedly. Estate planning services let you prepare for the worst-case scenarios, ensuring your assets are preserved, managed, and distributed according to your wishes. 

Bogart Wealth is a multi-generational company. Our culture is focused on preserving, growing and transferring wealth, particularly for families. Many issues arise as families struggle to find the best path forward. We believe that our own perspective and experience helps distinguish in this area. So when you sit down with your team of Bogart Wealth financial advisors, particularly to discuss estate planning, you can be confident that every potential instrument, strategic approach and tactical detail will be considered as we work to ensure your estate plan achieves your vision and goals for your family.

THE IMPORTANCE OF ESTATE PLANNING

Clients can be just as focused (if not more so) on making sure their heirs are provided for than on their own retirement plans. Without an estate plan, client assets, and in some cases medical care decisions, will be handled by the state in which they reside. For these reasons alone we recommend that each of our clients develop a comprehensive estate plan. But there are other benefits to formally establishing an estate plan.

With financial planning, the burden of taxes can be minimized, as well as the necessity of cash outlays, property transfers and other burdens which otherwise might fall to your heirs when you die. In addition to minimizing the negative impacts of transferring assets to the next generation, your investment advisor can help you maximize the value of your assets when your estate transfers.

WHY YOU NEED ESTATE PLANNING SERVICES

FINANCIAL PLANNING

None of us knows what the future holds, but you want to ensure your loved ones are protected. Estate planning lets you calculate your cash flow in retirement and consider the asset protection you’ll need to maintain the lifestyle you want to live. It also allows you to designate a health care proxy or power of attorney who can make medical and financial decisions for you if you become incapacitated.

ASSET DISTRIBUTION

You own a house, car, and other assets and want them to be distributed to the appropriate beneficiaries after you die. Estate planning lets you craft a will or living trust that explains how your assets should be transferred upon your death. 

TAX PLANNING

Federal and state taxes can be applied to an estate to reduce its value before assets are distributed. Estate planning also helps you find ways to minimize the tax burden on your beneficiaries.

Estate planning lets you dictate how your assets will be handled if you pass away or become incapacitated. Bogart Wealth can create a plan that achieves your vision and ensures your goals are carried out through your retirement and beyond. Get in touch with us to learn more about planning for your future.

SOLUTIONS FOR ESTATE PLANNING

You demand a plan that will achieve your goals. Bogart Wealth demands the same. Our team provides a wide range of solutions, including: 

LAST WILL AND TESTAMENT

A last will and testament becomes effective at death. It defines who inherits your probate property and lets you nominate an executor to distribute that property and a guardian to care for your children. Bogart Wealth’s financial advisors can help you with considerations in preparing or modifying a last will and testament. 

TRUSTS

A trust is an independent party that can hold property for the benefit of one or more people. It can be used to preserve your estate for minor children and dependents, protect your assets, or for other reasons. Bogart Wealth’s financial advisors can help you determine if a trust should be part of your estate plan. 

LIVING WILLS

A living will defines how you want to be treated in certain medical situations. Our financial advisors can help you with considerations to include a living will that describes the medical care you wish to receive if you become terminally ill. 

YOUR TRUSTED PARTNER FOR ESTATE PLANNING SERVICES

BOGART WEALTH HELPS CLIENTS ACHIEVE FINANCIAL PEACE OF MIND

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Ongoing Beneficiary & Trust Reviews

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In-person, virtual, & phone meetings

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Independent Financial Advisors

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Trusted by Over 800 Households

NORTHERN VIRGINIA & GREATER HOUSTON'S PREMIER ESTATE PLANNING SERVICES PROVIDER

It is never too early to develop an estate plan. Bogart Wealth can help you create a plan that benefits you and your loved ones throughout your old age and beyond. Our estate planning services are designed with our clients’ best interests in mind. They empower you to prepare for life’s worst scenarios — and ensure your loved ones are protected. 

Contact Bogart Wealth today to learn more about our estate planning services. 

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