Beneficiary review
Outdated beneficiary designations are a common oversight. We help make sure every account reflects your current wishes.
All services
Protecting what matters
Estate Planning
Coordinate with your legal and tax professionals to help preserve your wishes and create a thoughtful legacy.
Overview
Why estate planning matters.
An estate plan is about more than documents — it is about making sure the people and causes you care about are taken care of, in the way you intend.
We do not draft legal documents. Instead, we work alongside your attorney and tax professional to make sure your overall financial picture supports your intentions, and that account structures and designations line up with your plan.
A thoughtful legacy is one of the most meaningful gifts you can leave the people you love.
What we can help with
- Reviewing beneficiary designations and account titling for consistency
- Strategies for organizing and transferring wealth efficiently
- Coordinating retirement accounts and investments with your estate documents
- Charitable giving strategies where they fit your goals
- Facilitating family conversations about your wishes
- Ongoing reviews as laws, family circumstances and intentions change
Key areas of focus
Where we put our attention.
Every plan is personal, but these are the areas we focus on most closely when helping clients with estate planning.
Account alignment
We help ensure how accounts are titled and structured works in concert with the documents your attorney prepares.
Legacy & giving
Whether it is family, community or charity, we help you think through how and when you would like to give.
Family readiness
We can help facilitate conversations so the people you love understand your plan and know who to call.
A good fit if you are
- No estate review in 5+ years
- Recently married, divorced or widowed
- New children or grandchildren
- Charitably inclined
- Business owners
Questions we help you answer
Clarity starts with the right questions.
- 01Do my beneficiary designations still reflect my wishes?
- 02How will my retirement accounts pass to my heirs?
- 03Is my estate plan coordinated with how my accounts are set up?
- 04How can I include charitable giving in my legacy?
- 05Would my family know what to do if something happened to me?
How we work together
A steady, step-by-step approach.
1
Understand
We learn about your family, wishes and any existing documents.
2
Review
We examine beneficiaries, titling and how assets would transfer.
3
Coordinate
We work with your attorney and tax professional to align the details.
4
Maintain
We revisit your plan as family, laws and priorities evolve.
Common questions
Good to know.
Have a question that isn't here? Call us at (215) 646-9700.
Estate planning services are coordinated with your attorney and other legal professionals. CDS Wealth Management does not provide legal advice or prepare legal documents.
No. We do not provide legal advice or prepare legal documents. We coordinate with your attorney, who handles the legal work.
Your next chapter starts here
Let’s talk about your plan.
Schedule a consultation to discuss how estate planning fits into your complete financial picture.