Estate Planning
Estate Planning That Protects What Matters Most
Estate planning isn’t just for the ultra-wealthy or something to think about “someday.” It’s about making sure your wishes are honored, your family is taken care of, and your hard-earned assets are protected—no matter what life throws your way. At Babin Wealth Management, we believe estate planning is a crucial part of any comprehensive financial strategy. We work with you to create a plan that reflects your values, minimizes unnecessary taxes and costs, and gives you peace of mind.
Our Estate Planning Services
Estate planning shouldn’t feel overwhelming. We simplify the process and make sure every piece of the puzzle fits together—whether you’re starting from scratch or need to update an existing plan.
Wills & Trusts Coordination
We’ll collaborate with your estate attorney to ensure the proper documents—like wills, living trusts, or revocable trusts—are in place and reflect your intentions. If you need legal help, we can connect you with trusted professionals.
Beneficiary Review & Updates
Outdated or incorrect beneficiary designations can derail even the best estate plan. We review all your accounts—retirement plans, insurance policies, investment accounts—to ensure everything aligns with your wishes.
Tax-Efficient Wealth Transfer Strategies
Estate taxes can take a significant bite out of your legacy if not planned for properly. We design strategies to help reduce estate and gift taxes, allowing more of your wealth to reach your loved ones or charitable causes.
Charitable Giving Strategies
Whether you want to set up a donor-advised fund, charitable trust, or simply maximize your giving while minimizing taxes, we’ll guide you on how to make the most of your philanthropy.
Trustee & Power of Attorney Guidance
We help you evaluate and select trusted individuals or professionals to act on your behalf, should you become unable to make financial or healthcare decisions.
Business Succession Planning
If you’re a business owner, we’ll help you develop a clear succession plan—so when the time comes, your business transitions smoothly to family members, partners, or buyers.
Asset Protection Strategies
We ensure your estate plan addresses potential risks, such as creditor claims or legal disputes, safeguarding your assets for future generations.
How Our Estate Planning Process Works
Estate planning is deeply personal. We’ve created a straightforward process to make sure your plan is tailored to your specific family, assets, and goals.
- Discovery Meeting: We start by understanding your priorities—who you want to provide for, the legacy you want to leave, and any concerns you have about taxes, probate, or family dynamics.
- Review & Assessment: Next, we gather and review your existing estate documents (if any), financial accounts, insurance policies, and family circumstances. We identify gaps, outdated provisions, or areas where your plan could be improved.
- Strategic Estate Plan Design: Working alongside your estate attorney, we help develop a comprehensive strategy. This may include wills, trusts, beneficiary updates, tax-efficient gifting strategies, or business succession plans—all aligned with your values and financial goals.
- Implementation: Once the strategy is finalized, we assist in executing each step—coordinating with legal professionals, updating account beneficiaries, and ensuring your financial plan and estate plan work together seamlessly.
- Ongoing Reviews & Adjustments: Life changes. Laws change. Family situations evolve. We regularly review your estate plan to make sure it stays current and continues to reflect your wishes.
Why Choose Babin Wealth Management for Estate Planning?
We know estate planning can feel like a sensitive and complex process. Here’s how we make it easier—and more effective—for you:
Fiduciary First Approach
We act in your best interest, period. Our advice is always focused on protecting your wealth and ensuring your legacy is preserved, with no hidden agendas or commissions.
Fiduciary Commitment to Your Best Interest
As fiduciary advisors, our recommendations are always made with your best interest in mind. We focus solely on reducing your tax burden and enhancing your long-term financial well-being—without selling products or earning commissions.
Experienced Coordination with Attorneys & CPAs
Estate planning is a team effort. We seamlessly coordinate with your legal and tax professionals—or introduce you to trusted experts—to ensure every piece of your estate strategy works together.
Personalized, Family-Focused Planning
We integrate your estate plan into your broader financial plan, optimizing for tax efficiency, charitable goals, and wealth preservation.
Ongoing Partnership
Estate planning isn’t a “set it and forget it” task. We stay with you for the long run—updating your plan as life evolves and ensuring it continues to reflect your intentions.
Your estate plan is more than legal documents—it’s a reflection of your life’s work, your values, and your family’s future. Let’s make sure it’s done right.
Schedule your complimentary introductory call today and see how Babin Wealth Management can help you create a thoughtful, personalized estate plan built to last.
