Sophisticated wealth management

Estate Plans A good estate plan puts you first.

When people talk about estate planning issues, in the media or in discussions with financial advisors and insurance representatives, the usual questions come up:

  • How much money will be left at death?
  • Who will receive what?
  • How much tax will be paid?
  • How to avoid probate costs?
  • What legacy does one want to leave?

These are all excellent questions to consider, but they are not enough. They ask “what?” and “how?”, but at Tall Oak Private Wealth, we go a step beyond and ask the most important question: “why?”

The key to a successful estate plan is to fully understand intentions. By getting to know yours, we can use them as a compass to guide every decision while planning – and ensure your plan delivers on your vision.

There are many pitfalls in estate planning, and it’s easy to get caught in the details. That’s why it’s important to have enriched conversations about your “why” and its possible consequences. Even the best estate plans do not always manage to avoid all potential issues.

We create your estate plan based on your intentions and keep it flexible, as circumstances might change.

Find out more about how we can help create your estate plan.
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Alternative investments involve specific risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests. You should consider the special risks with alternative investments including limited liquidity, tax considerations, incentive fee structures, potentially speculative investment strategies, and different regulatory and reporting requirements. You should only invest in hedge funds, managed futures or other similar strategies if you do not require a liquid investment and can bear the risk of substantial losses. There can be no assurance that any investment will meet its performance objectives or that substantial losses will be avoided.

* Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. There is no assurance that any investment will meet its investment objectives or that substantial losses will be avoided. Diversification and asset allocation do not ensure a profit or protect against a loss.