Skip to content
BOOK A CALL

Estate and Legacy Planning

Preserving What Matters Most

Explore Our Process
GET STARTED TODAY

Planning to Care for What You Love

The concept of estate planning can feel overwhelming, but it’s an essential step in ensuring your wishes are honored and your loved ones are cared for. At Envision Retirement Solutions, we help clients strategically plan for their assets to be transferred according to their directives.

A vital part of this process is conducting regular, detailed reviews of account titling and beneficiary designations. These steps help make certain that your intentions are clearly reflected and carried out.

Explore Our Process
GET STARTED TODAY

A Collaborative Approach to Estate Planning

While we ourselves are not legal professionals and do not offer legal advice, we have established relationships with experienced estate planning attorneys that we are able to refer our clients to. They help counsel each client according to their unique objectives and implement a legal structure to facilitate the legal protection and orderly transfer of assets. Through this collaboration, clients benefit from:

Experienced Legal Counsel

Estate planning attorneys can help tailor a legal structure to your unique objectives.

Legal Protection of Assets

Establishing strategies to safeguard assets and plan for their intended distribution.

Orderly Asset Transfer

Helping to minimize delays or conflicts during the transfer process.

The Fundamentals of Estate Planning

The Fundamentals of Estate Planning

Estate planning can be an emotional process. After all, it’s difficult to think about things like who will raise your children, or which loved one will best manage your financial assets. Estate planning is necessary, however, because without a will, your estate may end up in court. This means it could be divvied up based on a judge’s ruling, rather than on your personal wishes.

Download Guide

Why Estate and Legacy Planning Matters

Estate and legacy planning is about more than just distributing assets—it’s about leaving a meaningful impact on your loved ones and protecting your hard-earned wealth. 

Schedule a Call

Having a strategy in place helps address these goals:

Providing for Loved Ones

Helping your family and dependents stay financially secure after your passing.

Reducing Uncertainty

Clearly outlined plans reduce the risk of disputes or misunderstandings.

Honoring Your Values

Reflect your personal values in the legacy you leave behind, whether through family support or charitable giving.

Let’s plan for the future you envision.

 Estate and legacy planning doesn’t have to feel overwhelming. Contact Envision Retirement Solutions to begin organizing your assets and creating a thoughtful plan for your loved ones.

Get Started Today

Common Questions About

Estate and Legacy Planning

LET'S TALK
Estate and legacy planning involves organizing your assets to ensure they are transferred to your loved ones or chosen beneficiaries according to your wishes. It’s important because it helps reduce legal complications, minimizes taxes, and ensures your wealth reflects your values while providing clarity and security for your family.
While we don’t provide legal advice, we work closely with trusted estate planning attorneys who can implement the legal structures necessary to protect your assets and ensure an orderly transfer. Our role is to ensure your financial strategy aligns with your estate planning goals.
Our process includes detailed reviews of account titling, beneficiary designations, and financial strategies to ensure your assets are aligned with your legacy goals. We also collaborate with estate attorneys to create a comprehensive plan that reflects your unique objectives and supports the smooth transfer of wealth.
LET'S TALK

Tax-Efficient Estate Planning Tips for High-Net-Worth Families

Strategies to Manage Your Wealth Estate planning can be complex, both from a legal and financial perspective, as well as a personal one. Thinking about…

Read More

Estate Planning Essentials: Our Approach to Asset Management

Developing a Comprehensive Plan to Manage Your Family’s Financial Future Estate planning is not just about managing your assets or distributing wealth; it’s about leaving…

Read More

Begin Estate Planning by Asking Yourself These Three Questions

Develop a Comprehensive Strategy to Help You Manage Your Financial Wishes It can be uncomfortable to contemplate the end of life, but developing a thoughtfully…

Read More

How to Begin Money Discussions with Your Family – Even When it Feels Uncomfortable

Tips for Kicking Off Important Financial Conversations Talking about money can be an uncomfortable topic for many families. However, having open and honest discussions about…

Read More

Passing an Inheritance to Your Children: 8 Important Considerations

Choosing to Leave an Inheritance Can Impact Many Other Financial Planning Decisions If you have worked hard and planned properly, you may be well situated…

Read More

Let’s Talk About Your Retirement Goals

We’re here to help you move forward with confidence. Whether you have specific questions or just want to explore your options, our team is ready to guide you every step of the way.

SCHEDULE A CALL

Fresh Insights, Direct to You.

Join our newsletter for insightful content and important updates—no spam, just useful information you can trust. We value your time and only deliver what matters most.

SUBSCRIBE

Investment advisory services offered through Alphastar Capital Management, LLC, a SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm by the SEC nor does it indicate that the adviser has attained a particular level of skill or ability. Fixed insurance products are offered through Envision Retirement Solutions, and Alphastar Capital Management is not involved in the offer, recommendation, sale or management of commission-based fixed Insurance products. Alphastar Capital Management and Envision Retirement Solutions are separate and independent entities. This is for informational purposes only and is not intended as legal, tax or investment advice or a recommendation of any particular security, investment product or investment strategy.

© 2025 All Rights Reserved.

powered by Illuminated Advisors

Join Our Mailing List

Stay in the loop with exclusive financial insights and updates! Join our mailing list today to receive the latest news and tips from Envision Retirement Solutions.