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ESTATE PLANNING & DOCUMENTATION
Ensure your wishes are carried out and your legacy goes to the people and causes you care about—efficiently and tax-smart. We help you build a personalized estate plan with the right documents in place (like wills, trusts, and powers of attorney) and strategies for maximizing charitable giving and minimizing tax liabilities. You’ve worked hard to accumulate the assets you have, so you should have as much control as possible to decide how they should be utilized.
YOUR LEGACY SHOULDN'T BE LEFT TO CHANCE
What happens to your assets, your family, and your wishes if you don’t have a clear estate plan? Without the right documents and strategies in place, your legacy could be left vulnerable to unnecessary taxes, legal delays, or disputes among loved ones. Estate planning ensures your intentions are honored and your wealth is transferred with intention and efficiency.
THE WRONG PLAN COULD PUSH YOUR FAMILY APART
A well designed estate plan can be put together, but without proper execution, you might still leave yourself exposed to unnecessary risk. If you’re going to work hard to eliminate unnecessary risk in your investment portfolio, why give back all that protection in your estate plan? We often want to leave our legacy to charitable causes or family. When your family is not ready to receive an inheritance, things can get messy, especially if their expectations don’t meet reality. The last thing you want to pass on to your family is arguments and division. With a properly designed and executed estate plan and the appropriate documents in place, much of this can be avoided.
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DELAYS, TAXES & FAMILY DISPUTES CAN ERODE YOUR LEGACY
Documents to execute your estate plan and intentions—such as trusts, wills, and powers of attorney—are essential to making sure your wishes are carried out. Without them, probate can take months or years, draining financial resources and creating emotional strain for your family. In addition, without tax-smart strategies, a significant portion of your estate could go to taxes instead of your chosen beneficiaries or causes.
Maximizing charitable giving is another key part of an estate plan. Without proper planning tools—like donor-advised funds, family foundations, or spousal lifetime access trusts—you may miss opportunities to give more, reduce taxes, and create a lasting impact on causes you care about.
A CUSTOMIZED ESTATE PLAN THAT REFLECTS YOUR WISHES
We’ll help you build a personalized estate plan that puts the right documents in place and uses proven strategies to preserve your legacy. This includes creating trusts, wills, and powers of attorney that work together to ensure your intentions are clear and enforceable. We also implement charitable giving strategies that help you maximize your impact, while minimizing tax liability. An estate plan is not just relevant upon your passing, but there are many steps along the way that can help maximize your intentions.
With Tushaus Wealth Management, you’ll have a coordinated estate plan designed to protect your wealth, honor your wishes, and reduce taxes now and in the future, while making the transfer of assets as seamless as possible for your loved ones.
WHAT WE OFFER
Your financial life is complex—we simplify it. Here's the foundation of what we coordinate under Estate Planning & Documentation:
WILL & TRUST CREATION
POWERS OF ATTORNEY & HEALTHCARE DIRECTIVES
CHARITABLE GIVING STRATEGIES
TAX-EFFICIENT WEALTH TRANSFER
Every piece is designed to work together seamlessly, aligned with your priorities and long-term goals.
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FAQ
Have questions? We’ve compiled answers to some of the most common inquiries about Estate Planning & Documentation — so you can make informed decisions with confidence.
What’s the difference between a will and a trust?
Each state might have different rules depending on if the state you live in is a Community Property state or not. Ultimately, a trust is what’s enforceable upon your passing. But a will is still important and that’s why we work to ensure you also have a pour-over will to ensure any assets not in your trust upon your passing will make it into your trust.
How can estate planning reduce my tax liability?
Gifting to family members up to the current year’s limit and charitable giving utilizing tools such as donor-advised funds are key strategies to incorporate into an overall estate plan to help remove assets from your estate now to avoid taxation later on.
Do I need a power of attorney and healthcare directive if I already have a will?
Yes, a power of attorney and healthcare directive will appoint someone of your choosing to make decisions on your behalf if you are unable to.
What tools can I use to maximize charitable giving in my estate plan?
Different tools can be used for different situations and at different times while you’re still living or upon your passing. As an example, if you are receiving Required Minimum Distributions (RMD) but are charitably included, you could use Qualified Charitable Distributions (QCD) to gift your RMD to a nonprofit you support and, therefore, not recognize the income you otherwise would in taking that RMD. You could also use a tool like a donor-advised fund to bunch contributions you intend to make over a period of time into one year to receive a larger tax benefit in that current year and, therefore, reduce your tax liability further for that current year.
How often should I review and update my estate plan?
We suggest you consider making updates to your estate plan along with your estate documents when major life events like the birth of a child or grandchild occur. Even without those events occurring, it’s wise to have your estate plan and trust reviewed every five years or so.
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OTHER WEALTH MANAGEMENT SERVICES
INVESTMENT MANAGEMENT & ADVISORY
We create strategic retirement plans that protect principal, generate secure income, and maximize investment efficiency.
FINANCIAL
PLANNING
We create financial plans that support life goals and anticipate major expenses so you can retire with confidence.
TAX PLANNING & PREPARATION
We help clients optimize retirement income and reduce tax burden through effective tax planning and preparation.