Estate Planning is integral to the financial planning process.  It is through estate planning that the client creates mechanisms for the intergenerational transfer and preservation of wealth.  Normally estate planning focuses on the legal aspects of the operation of testamentary documents.  Sweetwater however believes that effective estate planning also includes the creation of programs but in place prior to death to preserve the value of the estate.

The goal of estate planning is successful transfer of assets in satisfaction of the desires of the client with low cost and with methods that do not place undue burden on the heirs.

Estate Planning can be highly technical and confusing, Sweetwater works with estate planning counsel to insure that the final plan reflects the client’s goals and objectives and to provide to counsel all information on the financial assets of the client.