Estate planning: Not just for the wealthy.
We all need some form of estate planning. By planning ahead, you stand to gain greater control, privacy, and security of what you leave behind to your spouse or partner, child, employees, or your community.
Only 34% of Americans have an estate plan.*
Whether you’re in your 20s or 70s, renting a studio apartment or living in a 12,000 square foot mansion, you probably need an estate plan. We understand that estate planning can be daunting, but the truth is, life is unpredictable. By planning ahead, you’re not just organizing your assets; you’re giving yourself and your loved ones the gift of peace of mind.
So, for those without a crystal ball, here are just a few reasons why you may need an estate plan.
Estate planning planning gives YOU the power to decide:
- Who gets what when you pass.
- Who takes guardianship of your children or pets.
- That your loved ones will avoid costly and time-consuming legal proceedings and enjoy a smooth transfer of your assets.
- How you receive healthcare should you fall ill.
- And the list goes on…
*Caring.com – 2023 Wills & Estate Planning Study
How Facet helps to make the process less stressful.
Planning for your estate and the people you love is a fluid and dynamic process. As you navigate life—marriage, children, divorce, or even a death in the family—you should revisit your plan. Even something like moving to a new state can create the need for new documents. Facet’s team of estate planning specialists is here to help.
Learn.
Determine your needs and learn about essential estate planning documents. *
Plan.
Discover what estate planning documents fit your needs – from wills to trusts to healthcare directives to powers of attorney. **
Review.
Stay up to date as your life and laws inevitably change.
*Initial meeting is included with your membership.
**For an additional (one-time) fee. Some exclusions apply, such as deed servicing, irrevocable trusts, and business organizational documents. Facet is not an attorney and therefore does not provide tax or legal advice. Tax laws and regulations are complex and subject to change. Be sure to consult an attorney or tax professional regarding your specific situation.
How a Facet membership works
With Facet, you get access to a team of CFP® professionals and financial experts across investments, taxes, benefits, and more. Our ongoing, dynamic strategies will evolve with you, so you never have to make a financial decision alone again.
Our flat-fee model mean no commissions — ever.
Support from a team of CFP® professionals and financial experts.
Secure, industry-leading technology to manage and organize your entire financial life in one place.
Exclusive partner offers that complement your financial outcomes.
“The combination of the tech platform that Facet provides and our planner has been great. It’s been great to be able to have a visual representation of all of our assets and our investments, and then having an individual there to ask questions if we don’t understand something. That was a luxury to say the least.”
Gizem Y & Antonio C
Rego Park, NY
“Facet has completely changed my outlook on how I handle my finances and my confidence in my financial stability and strength in the future. My planner and the team are incredible, and just as excited as I am about building a strong financial future for me.”
Steve E
Massachusetts
“The fee structure is probably the other biggest thing that sent me to Facet and it’s made me very happy with Facet. It puts us at an equal footing with anybody else. It’s not about how much money I have managed by Facet. It’s about us as a client…and as we grow our finances, the attention we get is not gonna change. We’re still a client paying for our Facet services with a fee structure that supports us as just a couple, not as a set of assets.”
Sarah & Michael D
Raleigh, NC
Testimonials were provided by current clients of Facet Wealth, Inc. ("Facet"). Clients have not been paid for their testimonial and there are no material conflicts of interest that would affect the given testimonials. These testimonials may not be representative of the experiences of other clients, and do not provide a guarantee of future performance success or similar services.
