08/21/2026
5 Essential Estate Planning Fundamentals 🪺
Beneficiary Designations - A will and a beneficiary form telling two different stories is more common than most people expect. These often override what a will says, which is why they're worth revisiting after a marriage, divorce, birth, or other major life change.
Power of Attorney & Healthcare Directives - These determine who can make financial or medical decisions on someone's behalf if they're ever unable to make those decisions themselves. Without them, that choice may fall to a court rather than a person you've chosen.
Trusts - Not only a tool for large estates. Trusts can serve specific goals like privacy, control over timing, or protections for a beneficiary. The right structure tends to depend on the goal, not the size of the estate.
Lifetime Gifting - Giving during one's lifetime works differently than passing assets through an estate, with its own set of considerations to weigh. Timing and structure can matter just as much as the gift itself.
Charitable Intentions - Structuring charitable giving is different from simply naming a charity as a beneficiary, it can shape how and when a gift is realized. A plan can reflect what someone actually wants to happen, rather than defaulting to a lump sum.
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Investment Advisory Services offered through Integrated Advisors Network ("Integrated"), an SEC Registered Investment Advisor. Registration does not imply a certain level of skill or training. Certain Representatives of Select Wealth Advisers are also registered with and offer securities through The Leaders Group, Inc., Member FINRA/SIPC, 475 Springfield Ave., Summit, NJ 07901, (303) 797-9080. Select Wealth Advisers is not affiliated with nor under common control of The Leaders Group, Inc. or Integrated.
