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Why We’re Different
About
- Meet the Team
- Our Story
What We Do
Are We Right for You?
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Special Reports

Menu

Home
Why We’re Different
About
- Meet the Team
- Our Story
What We Do
Are We Right for You?
Pricing
Special Reports

Estate and Insurance Planning

Keeping You Prepared for the Future

We’ve all heard the stories of celebrities who died without wills, creating problems and legal battles. Unfortunately, this is not just a risk to the rich and famous. If you die without being prepared, your assets may not go where you want them to. You also risk leaving your family a mess to clean up at the worst possible time. Further, your heirs may pay far more in taxes than they needed to.

That’s why estate planning is essential.

By planning today, you can help ensure the wealth you worked so hard to build ends up in the hands of those you want to benefit from it.

Passing on Your
Wealth Tax-Efficiently

Estate planning can help you ensure your wealth is passed on in the most tax-efficient way possible. That might include setting up a trust or titling assets in specific ways to accomplish your goals.

At Patriot, our wealth managers work together with our tax specialist, an IRS Enrolled Agent, to help you find strategies that fit your needs.

Another aspect of estate planning is that it can help you control how your heirs spend the money, which is also critical in today’s complex world.

Once we work together to find estate planning strategies you would like to employ, we will work with your attorney to put the plan in place. We help monitor the implementation process to ensure everything does what it is supposed to do.

If you don’t have an estate planning attorney, we’re happy to refer a vetted, reasonably priced professional.

Preparing for the Unexpected (and the Expected)

At Patriot, we’ll work with you to create the documentation you need so your affairs are in order if you die or are incapacitated unexpectedly. This includes creating a will (or trust), medical directives, power of attorney, and other documents.

We’ll also be there for your family to assist them if something happens to you. That usually helps our clients rest easy that they’ve prepared as much as possible.

Along with estate planning, we also help you with risk analysis to ensure you have the proper insurance coverage. That includes looking for ways you might be underinsured and helping you address those gaps in the most cost-efficient manner possible.

We’ll also check to make sure you’re not over-insuring, either. If you’re paying too much for limits or features that aren’t useful, we’ll help you find the most suitable alternative so you can save money.

Protecting You from Blind Spots

About Patriot Asset Advisors

With over 55 years of combined experience, Patriot Asset Advisors helps successful people more effectively prepare for the future. Our unique small team of wealth managers, financial planners and tax professionals bring you the strategies you need to preserve your wealth, minimize your taxes and create a confident retirement. While we’re based in Licking County, Ohio, we serve clients nationwide.

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Patriot Asset Advisors
7889 East Broad Street SW
(Mail to: PO Box 933)
Pataskala, OH 43062
(614) 944-5225
info@patadvisors.com

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