These testimonials are from current clients of Domain Money Advisors, LLC (Domain). No compensation (non-cash or otherwise) was provided in exchange for these testimonials. Domain does not have any material conflict of interest with the persons giving these testimonials.
State intestacy laws decide, usually giving assets to your spouse, children, or closest relatives.
A will directs probate assets and guardianship; a revocable living trust holds assets and distributes them privately without probate.
Without documents, state law chooses (often a spouse or child). With a healthcare proxy, advance directive, and financial power of attorney, you choose who decides.
Name guardians in your will, create trusts for children or special needs dependents, and designate caregivers or pet trusts for animals.
Heirs may face estate taxes, capital gains, or income tax on inherited accounts; strategies like trusts, charitable giving, and gifting can reduce taxes.
Estate planning is currently included in two of our memberships.
• Strategic: We review your current estate plan, identify gaps, and make recommendations.
• Comprehensive: We go further—helping you build or update wills, trusts, and powers of attorney, align beneficiaries, and integrate estate planning into your full financial picture.
Domain Money does not provide legal advice and is not a law firm. This information is for educational purposes only. Legal advice on estate planning is provided through an unaffiliated partnership.