Estate Planning Services in McLean, VA
Estate planning is an ongoing process that aligns your assets, tax strategy, and long-term intentions. We coordinate planning and implementation to ensure accounts, beneficiaries, and legal structures are working together as intended.
Who This Is For:
This is typically relevant for individuals and families who:
Have Accumulated Assets Across Multiple Accounts or Entities
Want to Ensure Their Estate Plan Reflects Their Current Intentions
Have Experienced a Life or Financial Change
Are Looking to Coordinate Estate Planning with Tax and Investment Decisions
Estate Planning services at Quantis Wealth Management What Estate Planning Involves
Proper estate planning should be simple. It should allow you to give what you have, to whom you want, when you want, the way you want.
For many people, family and charity are high on the list of those who should benefit from their lifetime of work. At Quantis, we can help you identify the gaps in your planning and help guide you to the creation of basic estate planning documents by working with your attorney or using Wealth.com.
What We Do
Our estate planning work focuses on a few key areas. Quantis Wealth Management does not provide legal advice. You should consult a legal professional regarding your individual situation.
I-Technology Estate Plan Coordination & Alignment
I-Service Trust Coordination
Legacy & Gifting Strategies
I-Choice Advisor Collaboration
- Revocable (“living”) trusts
- Pour over Wills
- Durable Powers of Attorney
- Advance Medical Directives and HIPAA Privacy Releases
- Living Wills
- Standalone Retirement Trusts
- Various ancillary documents, including certificates of trust and assignments of personal property
When Should You Review Your Estate Plan?
- New child or grandchild
- Retirement
- Business sale
- Blended family
- Divorce or remarriage
- Aging parents
- Charitable intent
- Liquidity event
- Move to a new state
- Death or illness in family
- Sale of real estate
- Sale of business interests
Trust Services at Quantis Wealth Management Trust Services:
Trusts can play an important role in how assets are controlled and distributed. Through Wealth.com and relationships with select trust companies, we offer support coordinating trust structure services alongside your broader financial plan. Our tax team manages the tax preparation for irrevocable trusts, while our wealth team creates your integrated strategy.
Our in house estate planning services are intended to complement our wealth and tax planning. By aligning your financial plan, tax strategies, and estate plan in one place, we are able to integrate decisions using the full picture.
Certain estate planning services may involve additional fees. These are always discussed in advance for your review and approval.
Questions About Estate Planning Coordination
What if I already have an estate planning attorney?
That is very common. Our role is typically to help evaluate whether estate documents, account structures, beneficiary designations, and tax considerations remain aligned with your broader financial plan and current intentions. When appropriate, we coordinate with your attorney as part of the planning process.
Do estate plans need to be updated over time?
In many cases, yes. Retirement, business sales, changes in family structure, asset growth, or tax law changes can all affect how an estate plan functions over time. Many foundational updates can be coordinated through our in-house estate planning resources, while more complex situations may involve outside legal specialists when appropriate.
How is this integrated with tax and investment decisions?
Investment decisions affect taxes, and tax decisions affect long-term income and financial outcomes. Our approach is to evaluate these together rather than separately so each supports your broader financial plan. Coordinating these areas often provides greater visibility into planning opportunities and potential inefficiencies across tax, estate, and financial decisions.
What types of estate planning services can be handled internally?
Many foundational estate planning needs can be coordinated through our in-house estate planning resources, including wills, trusts, powers of attorney, and beneficiary coordination. More complex legal matters may involve collaboration with outside estate planning attorneys when appropriate.
