Who Needs Estate Planning?

Anyone with things they care about.

We are pleased to offer a new service to Thayer Partners clients–Comprehensive Estate Planning. An up-to-date estate plan is a cornerstone of Wealth Management and is included in our firm’s four quadrants used to best serve our clients: Tax Planning, Financial Planning, Portfolio Management, and Estate Planning. Creating an estate plan is also crucial to ensuring your wishes are carried out and your assets are distributed according to your instructions.

Common Misconceptions

Perception Reality
Estate planning is something to do in the future. Now is the time to start putting an estate plan in place.
Only people with wealth and valuable possessions need an estate plan. The peace of mind Estate Planning creates is valuable for everyone, regardless of net worth.
Estate planning is depressing, stressful and anxiety-producing. Making an estate plan is a sincere act of love and care for your family.
0%
of Americans do not have an up-to-date will
0%
of Americans experienced family conflict as a result of not having an estate plan
0%
of Americans believe passing away without an estate plan would be irresponsible e will

Be a part of the 28% of Americans who are ahead of the game, start your plan today to help your loved ones avoid conflict.

It’s Never Been Easier To Make A Plan

Creating an estate plan is crucial to ensuring your wishes are carried out as intended and your assets are distributed how you want them to be.

For more information or to start the process, please email info@thayerpartnersllc.com.

Our Estate Planning Services include:

  • The ability to create a will and trusts

  • The ability to update your estate plan at no cost

  • Estate plans for spouse and adult children

  • A power of attorney designation

  • A health care directive

  • Assistance in setting up trusts

  • Guidance on estate tax strategies