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Estate Planning

Estate PlanningEstate planning is not just about planning for the efficient transfer of your assets and liabilities after you die. It also involves planning for the care of your children or other dependents, and perhaps even more importantly, the transfer of personal responsibility for yourself should you become incapacitated. And with the expiration of the 2001 EGTRRA estate and gift tax rules in 2011, future estate tax uncertainty has increased dramatically.

  • Were you aware that you risk losing control of your assets through incapacity caused by accidents or disease? Find out about the steps and the documentation needed to protect yourself and your loved ones.
  • Do you want to pass on a business or a lot of personal wealth to children, other family members, or to charity? There are tax-efficient ways of doing do both while you are still alive and also after death. Learn about the choices and what works best for your situation.
  • Have you been married more than once? Unless you make your post-death intentions very clear, you risk leaving your children from a previous marriage with nothing. We educate you about the right ways to ensure your children and your spouses from different marriages each receive exactly what you want them to have.

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Cognizant Wealth Advisors
2225 E. Bayshore Road
Suite 200
Palo Alto, CA 94303

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Cognizant Wealth Advisors is a registered investment adviser offering advisory services in the State of California and in other jurisdictions where exempted.