Services
Estate & legacy planning
Estate planning coordination connects your intentions for family and charitable giving with account ownership, beneficiary forms, and legal documents. Aspirean Wealth reviews the financial side with you and your attorney, who provides legal advice and drafts documents, while your tax professional evaluates tax treatment and reporting obligations.
Where we offer it
Where can you discuss estate & legacy planning?
Estate & legacy planning in Marin County, CA
6 Knoll Lane, Suite BMill Valley, CA 94941
(415) 383-8404
Marin County, CA · Mill Valley, CA · San Francisco Bay Area, CA
Estate & legacy planning in St. Joseph, MI
505 Pleasant St, Suite 401St. Joseph, MI 49085
(844) 687-5342
St. Joseph, MI · Benton Harbor, MI · Southwest Michigan
Estate & legacy planning in Chesterton, IN
160 Rail Rd, Suite 4Chesterton, IN 46304
(844) 687-5342
Chesterton, IN · Valparaiso, IN · Northwest Indiana
How do account titles and beneficiaries fit together?
We inventory account ownership and beneficiary designations for review against the estate plan your attorney prepared. Some assets transfer outside a will, and the applicable documents and law determine how a particular asset passes.
When should trusts and lifetime gifts be reviewed?
We help evaluate liquidity and investment implications when your attorney proposes a trust or gifting arrangement. Irrevocable transfers can limit control, and tax treatment and administration require review before assets move.
How does charitable giving fit the estate plan?
We connect lifetime giving and beneficiary choices with the resources you intend to retain for family needs. Charitable planning considers the timing, restrictions, costs, and administration of different approaches.
Frequently asked questions
What else should you know before working with us?
Do you have a minimum asset level?
Yes. We best serve individuals with at least $1 million in investable assets, including 401(k) plan assets, or more complex financial situations. Our minimum annual fee is $7,500 for clients below that threshold.
How are you compensated?
Aspirean Wealth charges an advisory fee based on the assets it manages. Investment expenses and custodial or transaction charges may also apply; review our firm disclosures and your agreement for fees, services, and conflicts of interest.
Do you write wills or trusts?
No. Your attorney drafts the documents. We coordinate with that attorney, translate the finished plan into account titling and beneficiary designations, and keep the two in step as your life changes — a marriage, a sale, a new account, a move to another state.
This page provides general information, not individual investment, tax, or legal advice. Investing involves risk, including possible loss of principal; planning does not assure a particular outcome.
Meet with us
Let’s talk.
If you’d like to talk through your estate and legacy intentions, we’d like to hear from you.
Meet with us