Eliminate uncertainty and protect those you love with
coordinated estate planning
What You'll Gain with Coordinated
Estate Planning from HTG
Plan
We establish a financial plan that is unique to you, your current finances, and your long-term goals.
Documentation
We organize your financial and beneficiary information your estate attorney needs to prepare a personalized estate plan.
& Execution
Why hire a financial advisor as part of your
estate planning team?
Thinking about your estate raises a lot of important questions:
- Will my family be okay financially after I’m gone?
- How can I make sure I’ll be cared for if my health declines?
- Can I afford to gift assets during my lifetime?
- How can I know my money is going where I want it to?
- Can I donate to charity after I’m gone?
- Do I need a trust?
- How can I prevent disputes among my heirs?
- What are the tax implications of where my money goes after I’m gone?
With an HTG fiduciary,
you get:
- Transparent communication and education
- An advisor who will give unbiased guidance
- A personalized financial plan that prioritizes your goals
- A long-term relationship, not just a one-time plan
- Experts in tax-efficient estate planning strategies
- Financial education for you and your loved ones
- A plan that can be adapted with changing circumstances
- Peace of mind knowing your loved ones are protected
Estate Planning Financial Services
A good estate plan includes more than just a will. At HTG Advisors, we have decades of experience coordinating estate plans that address all the important questions, so you know everything is in place for your family’s future.
Thorough review and organization of estate documents
Estate plan and account titling & beneficiary alignment
Our Engagement Process
Free Introductory
Call
Collaborative
Planning
Ongoing
Relationship
Live the life you want today while securing
your family's tomorrow.
We'll design a financial roadmap that supports your current lifestyle goals while optimizing your estate
planning and wealth transfer strategy.
What Our Clients Say
Reviews are based on unique experiences and may not be representative of all client experiences. No cash or non-cash compensation is provided to those leaving a review. Investing involves risk, including the possible loss of principal and fluctuation of value. Past performance is no guarantee of future results. Additional information about HTG Investment Advisors is available in its current disclosure documents, Form ADV, Form ADV Part 2A Brochure, and Client Relationship Summary report.
Estate Coordination Success Story
As Mary approached her 75th birthday, she wanted to gain a better understanding of the financial wealth she had accumulated so that she could develop and communicate her plans to her three grown children and her two favorite charities. There were multiple accounts at different firms, some in trusts, others in her own name. While the total value was substantial, well above $10 million, there were significant annual cash needs given her two homes and one grandchild with special needs who required significant financial support. Tax and liquidity constraints added to the complexity.
Relax and focus on doing what you love, knowing
you have a plan in place.
We build long-term and end-of-life healthcare costs into your plan, sparing your family from difficult financial decisions down the road.
Estate Financial Planning FAQs
It’s never too early to start forming an estate plan. Should the unexpected happen, your family will be grateful you have a plan in place that gives them a clear path forward.
It’s never too early to start forming an estate plan. Should the unexpected happen, your family will be grateful you have a plan in place that gives them a clear path forward.
HTG’s coordination with your estate planning attorney is included in our ongoing fee. Estate attorney fees can vary widely. If you don’t have an estate planning attorney, we can make recommendations and introductions.
Yes. Our introductory call is complimentary. It’s a chance to learn about your financial situation and share how we can help, without pressure or obligation.
Yes. HTG does not do legal estate planning. You need an attorney to form the legal documents for your estate plan. We work with you to align your estate and financial plans.
Yes. Estate taxes vary by state. We have knowledge about tax laws in various states, so we can help you form a solid estate plan no matter where you live.
Our offices are located at 50 Locust Ave # 7, New Canaan, CT 06840, but we work with clients all over the United States.
You should review/update your estate plan about every 5 years, or immediately after major life events like marriage, divorce, birth of children, significant financial changes, or relocation.
Yes. In fact, our clients are geographically dispersed across the country; fewer than half reside in Connecticut. We are accessible via telephone and video conference and regularly schedule trips to regions outside the NY Metro area.
A will is one component of an estate plan. An estate plan may also include trusts, healthcare directives, strategies for reducing taxes and managing assets, and charitable donations.