Estate Planning Advisor
Make sure what you built goes where you want it to go.
Estate planning is a difficult subject to bring up, and an easy one to put off. But it is an important part of any complete financial plan, and it is one of the kindest things you can do for the people you love.
A clear plan saves your family from guessing your wishes during an already difficult time.
As an estate planning advisor based in Raleigh, NC, FFG works with clients locally and across the country.
How FFG helps
Getting organized
A clear picture of what you own, how it is titled, and who is named on each account.
Beneficiaries
Reviewing beneficiary designations on retirement accounts and insurance policies. These often override a will, and they are often out of date.
Coordinating with your attorney
We make sure the documents your attorney drafts match the way your accounts are actually set up.
Legacy and giving
Thinking through what you want to leave to family, and what you want to leave to the causes you care about.
Keeping it current
Marriages, births, moves and losses all change the plan. We revisit it with you as life changes.
What we do not do
FFG does not draft wills or trusts or provide legal advice. We work with your estate attorney, and we can introduce you to one if you need it.
How we coordinate with your attorney and CPA
We coordinate with your CPA and attorney so your personal plan and your business plan point in the same direction. In practice, your attorney handles the legal documents, your CPA handles tax preparation, and we keep the financial plan and the way your accounts are set up consistent with both.
Coordination may surface questions to take back to your attorney or CPA. Outcomes depend on your individual circumstances, and what fits one household may not fit another.
Business owners often have added planning questions. See how we work with business owners on personal and business planning.
Estate planning questions
What does an estate planning advisor do?
An estate planning advisor helps you organize what you own, review how it is titled and who is named as beneficiary, and keep your financial plan consistent with your estate wishes. The advisor does not draft legal documents.
Do I still need an estate attorney?
Generally, yes. An estate attorney drafts and interprets wills, trusts and related legal documents and gives legal advice. FFG works alongside your attorney and can introduce you to one if you need it.
Does FFG draft wills or trusts?
No. FFG does not draft wills or trusts or provide legal advice. We help make sure the documents your attorney prepares match the way your accounts are actually set up.
Can I work with an estate planning advisor if I do not live in Raleigh?
Yes. FFG is based in Raleigh, NC and serves clients locally and across the country. Estate laws vary by state, so your attorney should be licensed in the state where you live.
This page is educational and is not legal advice. Consult a licensed attorney about your estate documents. Results depend on individual circumstances.
How it works
Every client goes through the same four steps.
Introductory Meeting
We identify your goals and decide together whether we are the right fit.
Exploration Phase
A deeper dive into your personal and financial situation.
Detailed Planning
An easy to follow roadmap that addresses what matters most to you.
Ongoing Aid and Advice
As your life changes, your plan changes with it.
Ready to talk it through?
Your first conversation is complimentary. We will listen, answer your questions, and decide together whether FFG is the right fit.
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