Trust & Estate Planning

Trust & Estate Planning

Tradition means handing all that is of value to the next generation. - Henry Lewis Bullen

Individuals often have both tax and non-tax reasons for engaging in trust and estate planning. Tax motivations are usually based heavily on minimizing gift and estate taxes. Non-tax motivations frequently include succession planning and philanthropic giving.

Regardless of your motivation to pursue a trust or estate plan, Olewine Financial Group has access to professionals who can help you to plan your legacy in the most effective manner possible, ensuring that you have properly addressed the needs of your family and / or other beneficiaries.

Olewine Financial Group acts as a “quarterback” in your estate planning process, coordinating the efforts of the legal, tax, and accounting professionals we have access to, with our clients’ individual attorneys and advisors. Our Estate Planning Specialists work with our clients to:


Draft Your Will

The essential component of your estate plan, your will is a primary document for transferring your wealth upon your death. Time spent now deciding how you wish your legacy to be passed on to your heirs will avoid problems and reduce taxation for you heirs later.


Choose Your Executor

Settling an estate is a complex process that often spans many months. Choosing an executor or personal representative who is knowledgeable and will be available to settle your estate is important to your peace of mind as well as the security of your loved ones.


Regularly Review Your Estate Plan

Lifestyle changes and other important personal and financial milestones create the need to review and update your estate plan. You may consider a reassessment of your current estate plan after changing marital status, having or adopting children, changing jobs, or moving.