Estate Planning Houston | Financial Advisors

Put simply, estate planning allows you to safeguard your accumulated wealth and assets for the causes and people you care about. These protections often come into effect in the event of death, but can also apply to circumstances during life, such as gift planning, guardianship, significant life events, and more.

At Avidian, our estate planning financial advisors work with your attorney to ensure documents are in order and up-to-date and that their current estate plan aligns with their larger financial plans and goals. We coordinate closely with your estate planning attorney and other members of your financial team so that you can finally focus on enjoying your wealth instead of managing it. That’s the Avidian Difference.

Learn more about estate planning at Avidian, and contact us to start building your comprehensive financial plan today.

“AT AVIDIAN, WE DO MORE THAN MANAGE YOUR MONEY, WE PROVIDE COMPREHENSIVE WEALTH PLANNING SOLUTIONS.”

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Estate planning & generational wealth management at Avidian

At Avidian, we work with you to foster the wise stewardship of your wealth by minimizing probate expenses and estate taxes. Furthermore, we create sound structures that will help protect your wealth for future generations. In particular, we specialize in taking the many elements of estate planning in Houston and making sure that each part contributes to and/or meets the goals of an overarching plan. The various elements of estate planning frequently include:

Your assets
Your will
Your trusts (revocable, irrevocable, multigenerational, charitable, etc.)
Your beneficiaries
Your desires for gifts
Your life insurance policies
Tax laws (incl. tax exclusions and gift taxes)
Probate laws
529 plans
Business succession plans
Business merger and acquisition plans

Note: Trusts and wills should be created by and/or in conjunction with an attorney. While Avidian does not create these documents, we can work closely with your attorney to make sure all records remain up-to-date and in-keeping with your goals.

Depending on the specifics of your family and your goals, your estate plans may include additional contingencies for marital agreements, business plans, guardianship plans/special needs trusts, etc.

Just like no family is the same, no estate plan should be a carbon copy of another. So if you’re wondering, “What do I need for estate planning?” rest assured that Avidian will help you designate which aspects of estate planning will be important to you, your family, and your goals.

Avidian’s estate planning & wealth transfer services

Trusts, wills, and asset protection

When most people think of estate planning, their trusts, wills, and assets are the first things that come to mind. Wills and trust are the nuts and bolts of estate planning and wealth transfer, and may or may not overlap. At Avidian, our estate planning financial advisors will listen to your aspirations and feel out your concerns as we work toward a plan that addresses both. We will then coordinate with your estate lawyer to see that the wealth you pass on to your loved one is protected from probate and available to your successors in the ways you envisioned.

Learn more: What assets can go in a trust?

Titling and beneficiary designations

A comprehensive estate plan involves overseeing multiple types of documents and issues. Many of these aspects (especially retirement accounts, insurance accounts, wills, and trusts) require titling and designation of beneficiaries. When these choices do not align across policies, it can create a legal nightmare and a financial sinkhole for your loved ones. The estate planning financial advisors at Avidian review your documents and policies so that they coordinate with one another and align with your overall financial plan. When significant life events occur, we always work with our clients to review their overall financial plan, including updating beneficiaries.

Tax strategies

When it comes to wealth transfer, knowledge of and experience implementing tax strategies is crucial in the estate planning process. From estate taxes to gift taxes, there are multiple kinds of taxes that can whittle away at what you wish to leave behind for the people and causes you care for. When applicable, Avidian can help educate clients on various tax strategies that may leverage their tax liability.

Coordination with your estate attorney

Estate attorneys provide invaluable, crucial services for estate planning in Houston, including the drafting and overseeing of wills and trusts. With Avidian’s family office environment, we remove the administrative burden of coordinating your entire financial team — including your estate attorney — from your shoulders. This way, not only are documents aligned, but the people creating those documents, are too. If you do not yet have an estate attorney, we can recommend experienced estate attorneys in the Houston area.

The benefits of working with a fiduciary

Avidian provides fiduciary financial and estate planning services. Unlike other types of brokers, fiduciaries are legally obligated to make decisions that serve your best interests and provide you with the highest standard of care. In other words, you are placing your legacy in the hands of people you can truly trust.

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