Helping you organize and direct what you’ve worked hard to build
We help turn intentions into structure. At Everstead Capital, trust and estate planning services aren’t just about documents—it’s about making thoughtful choices that reflect your values and provide direction for the future. We help you think through how assets are titled, transferred, and protected.
Ready to bring clarity to your legacy?
- Clarify Asset Ownership and Transfer: We review how accounts and property are titled to support your wishes.
- Coordinate with Legal Professionals: We collaborate with estate attorneys to help implement strategies that match your goals.
- Incorporate Planning Into the Bigger Picture: We connect estate considerations with tax planning, investment strategy, and retirement income.
- Support Conversations Across Generations: We help prepare you to talk with loved ones about your plan—when, how, and why it matters.
The Importance of Designating Beneficiaries
When life gets hectic and your to-do list seems endless, it can be easy to let financial planning details slip through the cracks. However, updates to your designated beneficiaries on 401(k) plans, IRA accounts, and other retirement assets is vitally important.
Why Trust & Estate Planning Deserves Thoughtful Attention
How can estate planning protect my heirs?
A well-crafted estate plan helps ensure your assets are passed on clearly and efficiently—avoiding confusion, delays, and unnecessary taxes. You can also include specific instructions to protect younger beneficiaries or those with special circumstances. It’s about more than passing on wealth; it’s about protecting the people you care about most.
Is it possible to update or revoke a trust?
Yes, if it’s a revocable trust, you can modify or revoke it at any time as your needs or wishes evolve. Irrevocable trusts, on the other hand, are generally permanent once created. We’ll help you understand the pros and cons of each so your plan stays aligned with your intentions.
Who needs trust and estate planning services?
You don’t need to be wealthy to benefit from estate planning. If you have assets, a family, or specific wishes about how your legacy is handled, this type of planning can bring clarity and peace of mind. Not sure where to begin? Let’s start with a conversation; your future plans deserve a thoughtful strategy.
