Estate Planning
A Holistic Approach to Your Future
Estate planning is often misunderstood as merely end-of-life planning, but at George Browning III PA, we view it as “life planning.” It is a comprehensive, holistic approach to managing your assets while you are alive and ensuring their smooth transition after you pass away. It’s about more than just who gets the house or the savings account; it’s about preserving your values, minimizing taxes, protecting your family from unnecessary court interference, and ensuring that your medical and financial wishes are respected at every stage of life.
Our approach to estate planning begins with a conversation, not a questionnaire. We want to understand what keeps you up at night. Are you worried about your spouse having enough to live on if you pass first? Are you concerned about your children’s future inheritance being lost to divorce or lawsuits? Do you have a family business that you want to see continue to thrive in the next generation? By understanding your unique anxieties and aspirations, we can build a comprehensive plan that addresses them directly.
A robust estate plan considers all contingencies. It looks at asset ownership—how your home, bank accounts, and investments are titled—because even the best-drafted Will can be undermined if beneficiary designations on insurance policies or retirement accounts don’t match your overall strategy. We conduct a thorough review of your entire financial picture to ensure every piece of the puzzle fits together seamlessly.
We also focus heavily on the “living” aspect of estate planning. Incapacity can strike anyone at any age due to an accident or illness. If you couldn’t manage your own finances or make your own healthcare decisions tomorrow, who would? Without a comprehensive plan in place, your family might be forced into an expensive and public guardianship or conservatorship proceeding just to pay your bills or talk to your doctors. Our estate planning services ensure you have the necessary legal structures in place so that trusted individuals of your choosing can step in immediately if needed, without court hurdles.
Furthermore, estate planning is not a “set it and forget it” event. Your life changes—families grow through birth and marriage, shrink through death or divorce, and financial situations evolve. Tax laws also change frequently. We build long-term relationships with our clients, encouraging regular reviews of your estate plan to ensure it keeps pace with your life. What worked for you ten years ago might not be appropriate today.
George Browning III PA is dedicated to making this sometimes-daunting process as comfortable and reassuring as possible. We guide you through sensitive topics with empathy and experience. By taking a holistic view of your life and legacy, we help you craft a roadmap that protects what you’ve built and cares for the people you love, no matter what the future holds.