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Estate Planning

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Estate Planning at Finivi

Whether your goal is to leave a legacy behind for your family, or favorite charity, provide for a family member with special needs, protect your assets, or successfully transfer the family business to the next generation, at Finivi we approach your wealth transfer and estate planning needs with creativity, sophistication and care.

What is Estate Planning?

Ensuring Your Assets Pass to Intended Beneficiaries

It’s a process that includes making choices about how your estate and personal affairs will be administered in the event of your death or disability. It also includes naming a guardian for your minor children.

Minimizing Income & Estate Taxes

It’s deciding how and to whom you would like your assets distributed, while also incorporating strategies to minimize the impact of income taxes, estate taxes and other estate settlement costs on the value of your estate.

Being Remembered the Way You Would Want to Be

It’s about being remembered the way you would want to be by leaving a legacy to your loved ones and/or favorite charity that reflects your wishes and gives purpose and meaning to what you have accomplished in life.

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Elements of an Effective Estate Plan

  • Those that depend on you have the resources they need to carry on

  • You avoid the unnecessary delays and expenses of probate

  • Your estate is distributed to your beneficiaries in the manner in which you intended

  • You are able to name a guardian(s) for your minor children

  • If you become incapacitated, it's clear how and by whom your personal care and finances will be managed and how health care decisions will be made

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Estate Planning for Blended Families

Being part of a blended family that brings together children and assets from a previous marriage often presents additional planning challenges. Traditional estate plans may not adequately address the specific needs unique to a blended family. They require you to give careful thought to your planning objectives, recognizing potential conflicts, and understanding the implications of various planning decisions on your loved ones.

Balancing the needs of each family member, which may include children from both a current and a previous marriage, as well as your spouse, can be addressed with a variety of customized estate planning strategies.

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Own Bitcoin or Other Cryptocurrencies?

Ensuring your bitcoin and other cryptocurrencies are not lost upon your passing can take some careful and specialized planning. In addition to incorporating your crypto assets into your overall estate and trust planning, you need to also consider what would happen to your crypto holdings if you became incapacitated.

As specialists in the cryptocurrency space, our advisors can assist you and your attorney in creating crypto asset security and transfer strategies based on your specific holdings, objectives, and transfer plans.

A Team Based Approach

As a key member of your Estate Planning Team, we work with you and your tax and legal advisors to help determine which estate planning strategies are best suited for your specific situation. Through this team approach, we can help you design and implement a comprehensive estate and wealth transfer plan that will help preserve your hard-earned assets while enhancing and protecting your family's future for generations to come.

Getting started begins with a candid conversation about your estate transfer objectives and concerns.

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Our Recent Articles on Estate Planning

2025 Tax Reform: What the One Big Beautiful Bill Act Means for You

On July 4, 2025, a landmark piece of legislation titled the “One Big Beautiful Bill Act” was signed into law, ushering in a sweeping transformation of the U.S. tax code. This historic act not only solidifies many of the popular but temporary provisions of the 2017 Tax Cuts and Jobs Act (TCJA), but also introduces […]

Estate Planning for Physicians and Dentists: Protecting Your Professional Corporation (PCs) in Massachusetts

Owners of professional corporations (PCs), such as physicians, dentists, and other licensed professionals, face specific estate planning challenges in Massachusetts. The law restricts ownership of PC shares to licensed individuals, so a thoughtful plan is essential to ensure that your heirs receive the value of your business, even if they cannot legally own the shares […]

What Happens if You Die Without a Will in MA

Failing to create a will can have significant consequences for your loved ones and legacy. In Massachusetts, dying without a valid will—known as dying “intestate”—means state laws determine how your assets are distributed and who will care for your minor children. This comprehensive guide explores Massachusetts intestate succession laws, potential problems that arise from dying […]

Family Meetings: Your Essential Guide to Building a Lasting Legacy

Family meetings are no longer exclusive to ultra-wealthy households; they are increasingly recognized as a valuable tool for families across all financial levels. These gatherings provide open communication, shared understanding, and collaborative decision-making about financial matters and family values. By addressing topics such as estate planning, trustee or personal representative roles, long-term care plans, investment […]

What Happens to Your Social Media Accounts When You Die?

Social media has become an integral part of our lives, with many of us accumulating years of posts, photos, videos, and other digital content across various platforms. But have you ever considered what happens to all of this data after you pass away? Understanding the policies of different social media sites regarding deceased users’ accounts […]

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