Estate Planning

Oxford Harriman & Company Will Help to Preserve Your Legacy and the Wealth You've Created

Estate Planning Services from Oxford Harriman & Company

asset allocation Oxford harriman

We can review your estate plan and work with your attorney to care for your family in the manner you choose.

Everyone needs an estate plan – not just the wealthy.   For most families, estate planning is actually fairly simple – with professional help.  However, depending on your situation, estate planning may be rather complex. 

One of the most common mistakes we see when we engage with a new family is a lack of or incomplete estate plan.

Some questions to consider are the following:

  • Are your beneficiary designations up-to-date?
  • Are your assets titled correctly?
  • When is the last time your estate planning documents were reviewed by your attorney?
  • Do you have a healthcare and financial power of attorney drafted, and do they reflect your current wishes?

Oxford Harriman & Company can help review your current estate plan and work with your attorney to help better understand how your plan will be implemented, and how your assets will be transferred upon your death.

By working with a qualified estate planning attorney you can be confident that your family is taken care of in the manner you choose, that your assets are distributed based on your wishes, that administrative issues are minimized, and that your family’s privacy is protected.  Equally important, you have the opportunity to make sure that income and estate taxes are minimized.

We help you better understand important concepts that help you prepare for a consultation with your estate planning attorney.  If you do not have an estate planning attorney, we help introduce you to firms we feel are a good fit for you and your family.

In preparation for your estate plan review we will help you consider and review the following:

  • Collaboration with your estate planning attorney
  • Recommend an unaffiliated attorney for free
  • Strategies to minimize estate taxes
  • Independent trustee referral solutions
  • Legacy planning
  • Assistance in valuing assets at death
  • Assistance in retitling retirement plans/IRA accounts
  • Assistance with retitling assets and funding of trusts
  • Help your family with the challenges of appointing an independent trustee
  • Help review beneficiary designations with all insurance, retirement and benefit accounts
Oxford Harriman Email Newsletter Signup

Newsletter Signup | General

Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

ANY QUESTIONS?

Unsure about your direction or methodology for meaningful investment planning and wealth management? Contact us and one of our experts can help provide clarity of thought.

This information is intended for use only by residents of (AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV). Securities-related services may not be provided to individuals residing in any state not listed above.Please consult with the FA as s/he may not be registered in all states. Insurance-related services may not be provided to individuals residing in any states other than (AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV).

Investment and insurance products:Investment and insurance products:Investment and insurance products:
Not insured by FDIC or any Federal Government AgencyMay Lose ValueNot a Deposit of or Guarantee by a Bank or Any Bank Affiliate

A note about social media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo. Oxford Harriman & Company is a separate entity from WFAFN.