Estate Planning

Estate planning is the process of minimizing taxes and maximizing the value of your estate at death. At Fluent we can help you navigate through the complex world of estate planning. We can provide you with an attorney referral, if you do not already have an attorney, and then work together to get your plan in place.

Estate planning uses a variety of trusts to protect assets, allow for gifting, minimize taxes, and to move assets out of your estate. However, estate planning is more than just creating a trust. You’ll also need a “pour over” will, Durable Power of Attorney, and a Healthcare Directive. These help to ensure that if you’re incapacitated your financial affairs can still be handled effectively and that your end of life is handled according to your wishes.

Sometimes it’s appropriate for more complex estate planning. For instance you may own a business and wish to pass it to your children. You may want to gift your children your house now, in order to keep it from the estate calculation in the future. If you have a family business or stock options you plan on selling soon, you may want to gift your children or grandchildren money. Or you just may have a significant estate that you want to try to pass along while minimizing the effect of the estate tax.

Fluent can help to coordinate with your attorney to make sure that you have the right type of assets in each account, that you have the right amount of assets in each account, and that the assets are timed to pay out when needed. In short, Fluent can help you put the proper plan into place for your needs.

To set up an appointment, please contact us.

Fluent Wealth Partners, LLC
1530 The Alameda #115
San Jose, CA 95126

Phone: 408-217-2000
Toll free: 866-630-7583
Fax: 408-217-2011