Estate Planning

Safeguard your assets, minimize taxes, and leave a lasting legacy.

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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

Three Estate Planning Strategies to Take Advantage of Low Cryptocurrency Valuations

Bitcoin’s value has ranged from less than a penny to nearly $20,000 since its inception a little over ten years ago now. Within the last year alone, bitcoin’s value has fallen from $11,000 to a low of around $3,500. Many other digital currencies and tokens, which are referred to as “ALT coins” have seen their…

What Estate Planning Attorneys Need to Know About Cryptocurrencies

Matthew Mellon, a cryptocurrency multimillionaire, died unexpectedly in April at age 54. When he did, he took $500 million in Ripple (XRP) with him because he didn’t leave anyone the codes to his cold wallets. There is no central party Mellon’s heirs can approach to recover his holdings. No account statements they can use to…

The Importance of Incorporating Your Retirement Accounts in Your Estate Plan

You know you need to do some estate planning to properly protect yourself, your assets, and your loved ones. But is your plan complete, or did you leave a few key assets out of those documents by mistake? Most people are unaware that retirement accounts are an important estate plan component. Fewer still understand the…

Estate Planning Checklist For Young Families

Planning for the future is not always top priority for young families. When you’re wrangling a toddler, planning beyond next Tuesday can feel like an exercise in futility. Estate planning, however, means that if anything happens to you, your family is protected. Having basic documents in place may be able to help you minimize or avoid…

Why So Many People Want to Avoid Probate

We hear so much about the importance of estate planning and avoiding probate, but very little about the details of why and how. Why is estate planning important? What is probate, anyway? What’s so bad about probate, and how can estate planning help avoid probate? What is probate? Probate is simply the legal process of…

5 Steps to Redoing Your Estate Plan After a Divorce

Going through a divorce is a major life change, but it can also be a fresh start that allows you to look forward to new opportunities and to set and plan your own priorities.  One of those opportunities is re-defining your future estate distribution plans while also ensuring you will be remembered the way you…

Eric C. Jansen, ChFC

Fun Facts About Me

When he is not researching the next great stock to add to client portfolios, you can find him travelling frequently with his family to Jackson Hole Wyoming.

Steven C. Johnson, ChFC

Fun Facts About Me

Steve would tell you that one of the best parts of the day is spent talking to clients and relationships that result from it. When away from the office, he loves to travel the back roads of New England enjoying all the great sites that can be found off the beaten path.

Frederick M. Lane, ChFC, CASL

Fun Facts About Me

When not managing client portfolios, Fred can be found relaxing with family and friends.

Catherine Utley

Fun Facts About Me

Catherine M. Gareri

Fun Facts About Me

When not caring for her clients Cathy enjoys relaxing in her yard at home.

Katie E. Moore, CLTC

Fun Facts About Me

When Katie is not busy taking care of her clients, she spends her time being a mom to her two little ones, Owen and Isla.

Herbert Kyles

Fun Facts About Me

When Herbert isn't reviewing your portfolio or assisting you with your financial well-being you can probably find him relaxing with friends.

Hesper Duval

Fun Facts About Me

Loves spending time with 2 daughters and enjoys participating in 5k obstacle races throughout the year.

Donna Fournier

Fun Facts About Me

When not cheering for the Patriots Donna spends her free time travelling throughout the U.S. looking for new haunted places to explore. She loves wearing her cowboy hat and boots when travelling out west.

Anne Whitney

Fun Facts About Me

Steve Taylor

Fun Facts About Me

Sarah Kupec


Cathy Hession

Fun Facts About Me

When away from the office, Cathy enjoys working out and participating in the 26.2 mile Jimmy Fund Marathon Walk each September.

Kieran Lavery

Matthew Cleary

In his free time, Matt likes to hike, camp and travel with his wife Gina.

Justin Giuliano

When not helping clients, Justin enjoys spending time with his wife and family while settling into his new home.

Nicole LeGuern

In Nicole’s spare time, she enjoys outdoor activities with her four kids such as sports, hiking, boating and fishing. She also loves to volunteer her time in helping organizations fundraise such as the American Diabetes Association.

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