Without a plan, your wishes may go unfulfilled. We guide you through estate planning to protect your assets, reduce taxes, and ensure your legacy endures.
We clarify beneficiaries, guardianship, trustees, and charitable goals, then align your intent with your legal documents.
We collaborate with your CPA and attorney to align estate planning, gifting, and timing in order to ensure an efficient wealth transfer while minimizing taxes.
We review ownership, account titling, and beneficiary designations so your plan works as intended.
With EverSource, you get a coordinated roadmap, clear action steps, and regular reviews so your plan stays current as life changes.
Inventory assets, confirm titling and beneficiaries, set goals, and align your advisor, attorney, and CPA.
Coordinate document updates, fund trusts and accounts, and review annually to keep everything on track.
From retirement planning to investment management, we help you move forward with confidence and peace of mind.
Start Your Journey Today.webp)
.webp)
