With Holistic Estate Planning, Everything’s Under Control

A plan for all your stuff during your lifetime and then at death requires a group of five – yes, five – experts to oversee each at-risk area.

Aerial view of a group of advisers with a client gathered around a table.
(Image credit: Getty Images)

The term “estate planning” conjures specific ideas about leaving assets to heirs, fighting over Mom’s jewelry and lengthy entanglements with the probate court. While all of those things may come to pass, a good estate plan strives to avoid those outcomes and also works proactively during the planner’s lifetime to protect assets. The manner of distribution established by your estate plan is irrelevant if none of your assets are left at death.

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This article was written by and presents the views of our contributing adviser, not the Kiplinger editorial staff. You can check adviser records with the SEC or with FINRA.

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Lindsay N. Graves, Esq.
Partner/Owner, The Graves Law Firm

Lindsay Graves, founding partner of The Graves Law Firm, is passionate about assisting families through the challenges of the aging process to ensure dignity and financial preparedness with a comprehensive and compassionate approach. Her law firm focuses on helping clients to articulate their goals for asset preservation and long-term care and making them a reality, avoiding bankruptcy and securing wealth for loved ones. Lindsay and her team pride themselves on building and maintaining long-lasting relationships with their clients and families.

With contributions from