Contact Us

Estate Planning Guidance

As the saying goes, “life happens.” But you always have the option to make conscious and proactive decisions that can address life’s inevitable events in ways that align with your goals, desires, and beliefs. Let Shared Vision Wealth Group be your guide.


Why Do I Need an Estate Plan?

A well-crafted estate plan is an essential part of outlining the goals and objectives you have regarding the future disposition of your assets, your healthcare desires, and your gifting & charitable inclinations. You can also outline your wishes for things like your burial, what to do if you become disabled, and addressing the needs of your loved ones.

The number one reason to do estate planning is so your loved ones In practical terms, if you don’t have an estate plan, the state you reside in has one for you. The issue is that the plan outlined by your local government may have little to nothing to do with your goals and wishes. Furthermore, the process involved in settling your affairs and dealing with certain inevitable life decisions can often become:

  • Expensive
  • Time-consuming
  • Cumbersome
  • Open to public view

Importantly, an estate plan also needs to adapt to changes in your life & the legal landscape and coordinate well with all aspects of your financial picture.

The most common issues we identify for our clients are estate plans that are:

  • Neglected (never created and so left to the process as defined by your local government)
  • Out of date (no longer sufficient given the dynamics of you and your loved ones OR due to tax and estate law changes)
  • Inefficient (overlooking important opportunities regarding tax, legal, and time savings and/or asset protection advantages)
  • Uncoordinated (not properly aligned with all aspects of your finances: e.g., IRA/401k & Life Insurance beneficiary designations, account ownership titling, etc.)

Let Shared Vision Wealth Group help guide you with:

  • Education on what estate planning means to you given your specific circumstances
  • Aligning the goals and objectives you desire for your estate plan with your:
    • Beneficiary designations
    • Titling of accounts
    • Tax considerations
    • Gifting and charitable strategies
    • Cashflow needs or requirements (e.g., RMDs)
    • Investment strategies
    • Financial plans
  • Navigating life changes (e.g., marriage, divorce, death, birth, etc.), with our help on:
    • Combining or splitting assets
    • Retitling ownership of accounts
    • Updating beneficiary designations
    • Satisfying required mandatory distributions
  • Coordinating with and/ or referring you to, legal advisor(s) qualified to help you draft formal estate plan documents (e.g., Trusts, Wills, DPOAs, AHCDs, etc.)

Get Your Questions Answered

At Shared Vision Wealth Group, we help you get answers to important questions like:

  • Should you create a formal estate plan and why?
  • If you have an Estate Plan, is it up to date with your life?
  • Do your account registrations and beneficiary designations coordinate well with your estate plans?
  • Is what you expect to happen with your estate likely to happen?
  • Are there gaps, mismatches, or foreseeable conflicts with your objectives and your current estate plan (or lack of one)?
  • Are there opportunities for efficiency improvement? (i.e., reduce tax & admin costs, save time, reduce hassle and conflict for family, etc.)

About Shared Vision Wealth Group

At Shared Vision Wealth Group, our objectives are aligned with yours, and we always act in your best interest. Trust is the foundation of an impactful, long-lasting relationship between you and your financial advisor, and we value your faith in us as your wealth management firm of choice.

Our Clients

Successful households (and business owners) looking for a solid plan for their financial future turn to us.

Learn More

Our Approach

It’s all about you and your financial goals—we listen and get to know you, then deliver a customized experience.

Discover How

Our Team

When you hire us, you get access to highly-skilled financial experts with proven track records.

Meet The Team

Take Control of Your Future Today

If you’re ready to work with a financial planning firm that will truly understand you and your goals and create a tailored plan, let’s get started.

(760) 349-1750

* Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP®certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.