Estate planning isn’t just for the wealthy—it’s for anyone who wants to protect their loved ones and ensure their wishes are honored. At Highland Investment Advisors, we take a compassionate, client-first approach to estate planning. We’ll help you navigate the complexities of trusts, wills, and beneficiary designations to ensure your estate plan reflects your values and goals.
Planning for the Future, Protecting What You Love
Estate Administration
Estate planning isn’t just for the wealthy—it’s for anyone who wants to protect their loved ones and ensure their wishes are honored.
We take a compassionate, client-first approach, helping you navigate decisions to ensure your estate plan reflects your values and goals.
We coordinate with your attorney to ensure a seamless strategy, or we can recommend one if needed.
Estate Administration
You Deserve to Avoid the Stress
Life is unpredictable, but your estate plan doesn’t have to be. By working with an independent, fiduciary advisor, in coordination with an estate planning attorney, you can rest easy knowing that your estate is structured to protect your family and minimize taxes. You deserve to have your affairs in order, without the stress and uncertainty.
How We Help
Will & Trust Planning
We’ll assist you and your attorney in setting up estate planning documents to ensure your assets are distributed as intended.
Minimizing Estate Taxes
We guide you in smart estate planning strategies to minimize taxes, ensuring your heirs receive more of what you’ve built.
Beneficiary Designations
We ensure that your retirement accounts, life insurance policies, and other financial accounts are aligned with your estate plan.
Power of Attorney & Healthcare Directives
Planning for incapacity is just as important as planning for death. We guide you in setting up powers of attorney and healthcare directives.
Don’t leave your family’s future to chance. Let’s create an estate plan that reflects your wishes and secures your legacy.
