What is the purpose of a will?

A will directs the distribution of your assets upon death, ensuring that your estate is managed according to your preferences.

What is a power of attorney, and why is it important?

A power of attorney gives someone you trust authority to make financial or health decisions on your behalf, which is crucial in case of incapacity.

How can I reduce estate taxes?

We’ll help you explore options like trusts and charitable donations to minimize the tax burden on your estate.

What documents do I need for a basic estate plan?

A basic estate plan typically includes a will, a durable power of attorney, and a healthcare directive, with a trust often added depending on a family’s goals. Our in-house estate attorney works alongside our planning team so these documents are drafted to match your broader financial plan.

How does a trust differ from a will?

A will directs how assets are distributed after death and generally goes through probate, while a properly funded trust can transfer assets outside of probate and may offer more control over timing and conditions. Whether a trust makes sense depends on your goals, assets, and family situation.

Our Services

Estate Planning

Our Estate Planning Approach

Estate planning helps document how you want assets and responsibilities handled over time. Ankerstar Wealth supports clients nationwide as they coordinate estate planning considerations with their broader financial plans.

Nationwide

How We Help

We offer comprehensive estate planning services that cover all aspects of wealth transfer and asset protection:

Will Structuring

We guide you in creating a will that reflects your intentions for asset distribution and beneficiary protection.

Power of Attorney Setup

We assist in setting up powers of attorney to handle your financial and health-related decisions if needed.

Choosing Executors and Beneficiaries

Our advisors help you select the right executors and beneficiaries, ensuring your estate aligns with your wishes.

Minimizing Taxes and Probate Fees

Proper planning can reduce the impact of taxes and fees, helping maximize the inheritance for your beneficiaries.

FAQs

What is the purpose of a will?: A will directs the distribution of your assets upon death, ensuring that your estate is managed according to your preferences.
What is a power of attorney, and why is it important?: A power of attorney gives someone you trust authority to make financial or health decisions on your behalf, which is crucial in case of incapacity.
How can I reduce estate taxes?: We’ll help you explore options like trusts and charitable donations to minimize the tax burden on your estate.
What documents do I need for a basic estate plan?: A basic estate plan typically includes a will, a durable power of attorney, and a healthcare directive, with a trust often added depending on a family’s goals. Our in-house estate attorney works alongside our planning team so these documents are drafted to match your broader financial plan.
How does a trust differ from a will?: A will directs how assets are distributed after death and generally goes through probate, while a properly funded trust can transfer assets outside of probate and may offer more control over timing and conditions. Whether a trust makes sense depends on your goals, assets, and family situation.

Why It Matters

Estate planning allows you to protect your assets, secure your legacy, and provide for your family’s future. By having a solid estate plan in place, you can ensure that your wishes are honored and your loved ones are cared for.

Get Started Today

Our Services