Estate Planning Coordination

What is Estate Planning Coordination?

Estate planning coordination ensures your wealth transfers efficiently to your beneficiaries while minimizing taxes and legal complications. Censifi specializes in beneficiary optimization, trust coordination, and tax-efficient transfer strategies, working with your attorney and CPA to protect your legacy.

Common Estate Planning Coordination Services:

• Beneficiary Designations: Reviewing and optimizing retirement account and insurance beneficiaries

• Trust Strategy Review: Coordinating with existing trusts and identifying new trust opportunities

• Estate Tax Planning: Strategies to minimize federal and state estate tax liability

• Legacy Optimization: Charitable giving strategies and generation-skipping techniques

Why Estate Planning Coordination Matters:

• Asset Protection: Proper planning protects wealth from taxes, creditors, and family disputes

• Legacy Preservation: Ensure your values and wealth transfer according to your wishes

• Tax Efficiency: Minimize estate taxes and maximize what your heirs receive.