Estate Planning in Mount Vernon, Burlington, Skagit

Estate Planning

Estate planning is a process designed to help you manage and preserve your assets, and to conserve and control their distribution after your death. What estate planning means specifically for you depends on your age, health, wealth, lifestyle, life stage and your ultimate goals.

Tools used in estate planning include:

Powers of attorney
Wills
Trusts

The hassles and red tape associated with estate planning can be daunting, but you don’t need to do it alone. Prism Capital Management, LLC can assist you through every step of this process.

Guidelines to follow when setting up an estate plan

The following steps will help guide you in drawing up an estate plan that works for you, no matter how simple or extensive your estate is.

Establish your goals. It all starts with what you want to happen, and what your legacy goals are. It is important to put all these on paper to ensure that you do not miss any points.
Be aware of any obstacles or challenges. Be prepared for any snags by identifying obstacles early.
Draw up a strategy and prepare your estate-planning documents.
It is important to review your estate plan periodically to ensure that it is still applicable for your needs and is aligned with your goals.

Need help to develop a cohesive plan that preserves your legacy?

For the best outcome, you should seek the counsel of an experienced, well-trained, investment professional like Prism Capital Management.

We are an independent advisory firm

Independence Is Its Own Reward

As an independent advisory firm, Prism Capital Management is not pressured by a parent company to direct you into their proprietary products. As a result, we have the freedom to provide you with a wide variety of investment choices from among the best that the financial services industry has to offer. And as a Registered Investment Advisor with the Securities Exchange Commission, we have a fiduciary responsibility to always put your best interests ahead of ours. You never have to worry about a conflict of interest when we make a recommendation.

As a fiduciary, we're different from other advisors.

As a Registered Investment Advisor regulated by the U.S. Securities And Exchange, Prism Capital Management LLC works exclusively for you, putting your interest first in all we do. Working as your advisor, we are a fiduciary and must always protect your best interests and disclose to you any conflicts that could prevent us from serving your best interests.

Our Process

Discovery

In our first meeting, we work together to uncover your true financial needs, goals, concerns, and evaluate your current financial position.

Financial Framework

With a better understanding of where you are and where you want to go, we will design a customized, actionable plan to help you achieve your goals.

Mutual Commitment

Once you have had a chance to review your plan, we can answer all of your questions, respond to any concerns, and then decide together how to proceed.

Implementing Your Plan

If you want, we can take care of the paperwork and get your plan moving forward. Call us at any time for information or if you have questions.

Review

As life changes, so do your goals. To make sure your plan remains in line with your goals we will meet regularly to review your progress and ensure your plan continues to fit your objectives.

Planning For The Future

Schedule Your Complimentary Estate Planning Consultation

Send us a note below to meet with Prism Capital Management and discuss how we can help you make the most of all that you own, now and for decades to come!