Estate Planning
Your Wealth Deserves To Be Managed, And Passed On, In Your Image.
Keeping the Future in Mind
True estate planning is about more than documents; it's about protecting the people and causes that matter most to you.
At Bauman Scott Financial, we help clients design forward-thinking strategies that aim to ensure their wealth transfers efficiently, privately, and according to their wishes. A well-structured estate plan provides clarity, continuity, and confidence. It seeks to minimize taxes, protect beneficiaries, and ensure that your intentions are carried out exactly as you've envisioned, even if you're no longer here to explain them.
Why It Matters
If you were to pass away or become incapacitated, your estate plan aims to protect your family, charitable interests, or business succession plan from unnecessary confusion, taxation, and delay.
We coordinate your financial and legal advisors to ensure every asset, trust, and entity works together as a single, cohesive plan, not a patchwork of disconnected parts.
Core Estate Planning Components
Wills & Trusts
We help structure your wills and trusts that align with your investment accounts, charitable goals, and tax strategy. From revocable living trusts to complex charitable or dynasty trusts, we make sure your assets are titled and funded properly.
Fiduciary Services & Trustee Coordination
We partner closely with Private Trust Company (PTC) and other trusted fiduciaries to ensure your legacy is carried out with integrity and precision. Our coordination between legal, tax, and investment teams keeps everything aligned.
Power of Attorney (POA)
A durable Power of Attorney ensures that someone you trust can act on your behalf if you’re unable to manage your affairs. We help integrate these provisions into your broader estate and financial plan.
Healthcare Proxy & Living Will
A healthcare proxy safeguards your wishes regarding medical decisions. We guide clients on how to align healthcare directives with financial powers to avoid conflict or uncertainty during critical moments.
Incorporating Charitable Giving
For many of our clients, generosity is an essential part of legacy. We integrate philanthropic vehicles: such as Donor-Advised Funds, Charitable Trusts, and Private Foundations , directly into your estate plan, maximizing both impact and tax efficiency.
Get Personalized Estate Planning Assistance
Creating a comprehensive estate plan is one of the most rewarding steps you can take, not just because it clarifies your financial picture, but because it brings peace of mind to the people you care about.
While legal documents must be prepared by an attorney, we serve as your strategic partner, ensuring your investment, charitable, and estate plans work as one cohesive system.
Bauman Scott Financial Services and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.