Broker Check

Estate Planning

It may not be pleasant to think about, but planning out your financial affairs for when you’ll be gone can help to bring you comfort. From power of attorney and medical directives to wills and trusts, estate planning is often complicated, and making so many major decisions can feel overwhelming. At Good Life Financial Advisors of NOVA, we take the time to get to know you, so that we can help you create a plan that provides clear instructions, makes the most of your assets, and takes care of your loved ones.

Learn more about our estate planning services below and contact us today to request a consultation in our Alexandria or Woodbridge, VA offices.

Creating Clear Instructions

Estate planning involves more than transferring assets to loved ones after you’re gone. It also involves protecting yourself and your family while you’re alive. A good will is at the heart of any estate plan, but decisions such as power of attorney and advanced medical directives are important, too.

During your consultation, we will have a detailed conversation with you that covers everything you want to happen and everything you want to prevent. This can help to ensure you’ve covered all of your bases before speaking with your attorney to finalize documents. Through the planning process, we can help you provide clear, comprehensive instructions that can reduce family conflict, ease distribution, and help to settle affairs efficiently.

Make the Most of Your Money

By creating an estate plan, you can minimize the number of assets required to go through probate. Since probate is often expensive and time consuming, reducing the assets that go through the probate process can be better for your inheritors.

One often overlooked option for transferring assets while avoiding probate is a trust. Many people perceive trusts as only for the ultra-wealthy, but trusts may be appealing in many other situations, as well. Speak with your advisor to see if a trust may be right for you.

Taking Care of Loved Ones

We understand that managing your estate can be an emotional process. There are often more decisions to make and strategies to consider than people realize. At the end of the day, estate planning is about preparation, peace of mind, and taking care of your loved ones. Our advisors are here to help. Our goal is to make the estate planning process clear, simple, and easy for our clients.

Let’s Get Started

Do you have a plan in place? If you’ve been avoiding creating an estate plan, we can help you get it done. Contact Good Life Financial Advisors of NOVA today for assistance creating a comprehensive estate plan.

Good Life Financial Advisors and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.

Estate Strategy - Critical Elements of an Estate Plan

Estate Strategy - Critical Elements of an Estate Plan

Taking steps to help protect your estate is a key financial choice. With proper strategies, you may be able to maximize your opportunities and help manage stress and confusion for your loved ones.

<p>When Special Care Is Needed: The Special Needs Trust</p>

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Contact Us

Thank you!
<p>Choosing a Business Structure</p>

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”
Learn More
<p>Estate Management 101</p>

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Learn More
<p>Four Steps to Valuing an Estate</p>

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Learn More

Schedule a Call