Estate Planning
Build a Legacy with Confidence
A Smart Estate Plan Starts Here
Effective estate planning allows you to direct how your assets will be managed and distributed, while also minimizing taxes, avoiding probate, and reducing legal complications for your loved ones. Whether you’re just starting the estate planning process or updating an existing plan, we guide you every step of the way.
Our approach includes:
- Minimizing unnecessary taxes and administrative costs
- Creating strategies to fund future tax liabilities
- Helping you transfer wealth according to your values
- Reviewing and updating your plan regularly
We collaborate closely with your legal professionals (or we can connect you with experienced estate planning attorneys we trust) to ensure your plan is legally sound, tax-efficient, and built around your family’s unique needs.
Multi-Generational Wealth Planning
Estate planning is not just about what you leave behind; it’s about setting the stage for future generations to thrive. We help you organize your estate assets in a way that minimizes tax burdens while maximizing value for your heirs. Whether you’re passing on a family business, real estate, or investment portfolios, we work with you to build a comprehensive strategy.
Philanthropic Planning
Giving back is often an important part of estate planning. If charitable giving is part of your vision, we’ll help you design a philanthropic plan that aligns with your values without disrupting your family’s financial goals. From donor-advised funds to charitable trusts, we offer creative solutions that make your generosity go further.
Gifting Strategies
Strategic gifting is a powerful estate planning tool that allows you to transfer assets during your lifetime while reducing your taxable estate. We guide you in making thoughtful use of annual exclusion gifts, lifetime exemption planning, and other techniques—often in combination with trusts or life insurance—to help maximize long-term benefits for your beneficiaries.
Coordinating with Your Full Team
Estate planning is most effective when it’s coordinated across your entire team. We work collaboratively with your attorney, CPA, and other advisors to help address every aspect of your plan. Areas we assist with include:
- Wills and trusts
- Power of attorney
- Trust funding and beneficiary designations
- Gifting strategies and asset titling
- Business exit and succession planning
- Charitable giving goals and legacy visions
Your Legacy Deserves a Plan
Estate planning isn’t just for the wealthy or elderly; it’s an essential part of financial health for anyone who wants to protect their loved ones and preserve what they’ve built. Whether you’re looking to streamline your estate, reduce taxes, or create a lasting impact through philanthropy, HighPass Asset Management is here to help.
Contact us today for a free second opinion on your estate planning and investment strategy.
How to Fund your Trust in Three Simple Steps
Many people have trusts, but oftentimes the trust is not properly funded. Assets that are not in your trust and do not have a designated beneficiary, will ultimately go through probate. These assets include brokerage accounts, your home, LLCs, limited partnerships and more. Don’t allow your beneficiaries to inherit a mess! Learn this simple three step process to get your assets into your trust.