At Concerto Financial, we understand that estate planning is more than just preparing for the future—it’s about creating a thoughtful strategy that reflects your values, supports your loved ones, and aligns with your financial goals. Our team works closely with clients in Colorado Springs to help them explore estate planning strategies that integrate with their overall financial picture.
Why Estate Planning Matters
Estate planning provides a framework for how your assets are managed and distributed, both during your lifetime and after. A well-structured plan can help ensure that your preferences are honored and that your family members are cared for. Whether you’re interested in coordinating beneficiary designations, establishing powers of attorney, or developing charitable giving strategies, these steps can help bring clarity to an often complex process.
The Role of a Financial Planner
Our financial planners work in collaboration with estate attorneys and other professionals to help support a personalized and comprehensive estate plan. We can assist with reviewing account titling, identifying tax-efficient strategies, and helping ensure your estate documents are aligned with your broader financial goals. While we do not provide legal advice, we aim to be a knowledgeable partner throughout the estate planning journey.
Create an Estate Strategy That Reflects Your Values
We help you explore estate planning options that align with your financial goals and support the people and causes that matter most.
Keep Your Plan Current as Life Changes
From major life events to evolving financial goals, we work with you to help ensure your estate strategy stays relevant and thoughtfully integrated.
Adapting to Life Changes
Your estate plan should grow and evolve as your life does. Major events like marriage, divorce, the birth of a child, or changes in your financial circumstances may require updates to your estate documents. At Concerto Financial, we support clients in regularly revisiting their estate strategies so they remain relevant and responsive to current needs.
Start Planning with Confidence
If you’re ready to take the next step in building or updating your estate plan, Concerto Financial is here to help. Our team brings a thoughtful and experienced approach to estate planning in Colorado Springs, working to support your unique goals with care and attention. Schedule a conversation with one of our financial planners today and discover how estate planning can fit into your overall financial strategy.
Estate Planning Frequently Asked Questions
What is estate planning, and why is it important?
Estate planning involves preparing legal and financial documents that outline how your assets should be managed during your life and distributed after your death. It helps protect your family, minimize uncertainty, and ensure your wishes are carried out effectively.
What documents are typically included in an estate plan?
Common components include a will, a durable power of attorney, healthcare directives, and beneficiary designations. Some individuals may also consider trusts depending on their goals and financial situation.
How can a financial planner help with estate planning?
A financial planner helps align your estate planning efforts with your broader financial strategy. While we do not draft legal documents, we collaborate with estate attorneys to help ensure your financial goals and asset structures are thoughtfully considered.
When should I update my estate plan?
It’s recommended to review your estate plan every few years or after major life events, such as marriage, divorce, the birth of a child, or a significant change in assets or health status.
Do I need an estate plan even if I don’t have significant wealth?
Yes. Estate planning is about more than wealth—it’s about making your wishes clear, protecting your family, and appointing people you trust to handle important decisions if you’re unable to do so yourself.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.