Estate Planning Services
Your legacy deserves the same care and attention you've given everything else you've built. Anthea's Estate Planning services are tailored to fit the size and complexity of your estate — so you get exactly the right level of support, without paying for more than you need.
Our Partners
For most clients — those with a net worth under the current federal estate tax exemption and without added complexities — we partner with wealth.com, a modern, guided platform that makes creating a will, trust, or healthcare directive simple and secure. Documents are state-specific and legally valid in all 50 states and Washington, D.C., built and maintained by former trust and estate attorneys, with optional attorney support available in every jurisdiction if you want it.
For clients with larger or more complex estates, we bring in our trusted network of experienced estate attorneys — or work alongside an attorney you already know — so every detail is handled with the depth and expertise a more sophisticated plan requires.
However your estate planning needs are best met, your advisor is with you at every step, making sure your plan reflects your goals and is properly understood and carried out.
The right path for your situation.
Straightforward estates are guided through wealth.com's secure, easy-to-use platform; larger or more complex estates are matched with an experienced attorney from our trusted network.
A seat at the table.
Your advisor joins you throughout the process — whether that's a platform walkthrough or a meeting with your attorney — so your goals are clearly understood and carried through to execution.
A plan built around you.
A personalized estate plan designed to protect your legacy, minimize taxes, and provide for the people you care about, with confidence and clarity.
When to Update Your Estate Plan
An estate plan isn't something you set once and forget — it's a living reflection of your life, your relationships, and your wishes. As those things change, your plan should change with them. Waiting years between reviews can leave your plan out of step with your life, creating unnecessary stress, cost, or surprises for the people you love.
Whether your plan lives on wealth.com or with an attorney from our trusted network, your advisor makes estate planning part of your regular financial reviews, so nothing gets missed. Here's how to think about it together:
Build it into your regular reviews.
Build it into your regular reviews. Estate planning isn't a separate to-do — it's part of the ongoing conversations we already have about your financial life.
Keep your documents organized.
Deeds, account statements, and anything tied to asset ownership should be kept current and accessible, so your plan can be carried out efficiently when it matters most.
Come to us with any life change, big or small.
Come to us with any life change, big or small. You don't need to wait for your next scheduled review — if something in your life shifts, let us know. It's always better to update proactively than to leave a gap.
Moments That Typically Call For An Update:
Marriage.
Naming your spouse specifically ensures they receive the assets you intend — especially important if you've been married before or have children from an earlier relationship.
Divorce or separation.
Joint assets, beneficiary designations, and named parties in a will or trust should be revisited right away — even during a trial separation, since your soon-to-be ex-spouse may still be your legal beneficiary until your plan is updated.
A new child, through birth or adoption.
Update your plan to reflect what you want your children to inherit and to name a guardian for them. Foster children and stepchildren you haven't formally adopted have no automatic legal rights to your estate unless specifically named.
The loss of someone named in your plan.
If a beneficiary, executor, or guardian named in your plan passes away, your plan needs to be updated to reflect who takes their place.
A falling-out with someone in your plan.
Whether it's a strained family relationship or an executor you no longer trust with that responsibility, your plan should reflect where things stand today.
A significant change in your wealth.
A windfall, a business sale, or a period of financial hardship can all throw off the distributions you originally set up — including charitable gifts that may no longer reflect the right proportion of your estate.
Relocating to a new state.
Estate, trust, and inheritance laws vary by state. A move means it's worth confirming your plan still holds up where you now legally reside.
Starting a business.
Business ownership adds real complexity — succession planning for your equity and involving an estate attorney in conversations with co-owners is essential.
A child turning 18.
This doesn't always require changes if a trust is already in place, but it's worth revisiting — especially if you'd like to name that child as a potential guardian for younger siblings, or explore tax planning opportunities as they reach adulthood.
A change of heart.
Sometimes your priorities simply shift — a new beneficiary, a different distribution percentage, updated healthcare wishes, or a change to your power of attorney. Any of these is reason enough to revisit your plan.
If any of this sounds like where you are right now, let's talk.
Book a consultation and we'll make sure your plan still reflects your life as it is today.
Wealth.com is not a law firm and does not provide legal advice; documents created on the platform are legally valid in all 50 states and Washington, D.C. For estates with added complexity, Anthea refers clients to its network of experienced estate attorneys.
This material is for informational purposes only and is not intended to provide, and should not be relied on for, tax or legal advice. Anthea Wealth Management and PFG Advisors do not provide tax or legal advice. Please consult your attorney and tax professional regarding your specific situation.