Estate Planning Services from The Herrera Group

A big, and important, part of planning for our future is estate and legacy planning. If you ever find yourself wondering what you will leave behind when you’re gone or what’s going to happen to your legacy after you pass, estate planning is the answer for you. At the Herrera Group, we can assist you with estate and legacy planning. Our advisor is equipped to assist you with planning for the inevitable in life, so you can rest assured that your children, spouse, business, and legacy will be protected long after you are gone.

Our Estate and Legacy Planning Services

There are many essential components that go into planning your legacy or estate, all of which we can assist you with. These include:

  • Estate and legacy planning
  • Family guidance for medical decisions and inheritance
  • Creation of wills and trusts
  • Guardianship
  • Power of attorney
  • Business succession
  • Business exit strategies
  • Developing philanthropic and charitable gifting strategies
  • Minimizing income/estate taxes
  • Transferring wealth from one generation to the next
  • And more!
We’re dedicated to helping our clients create thorough estate plans so they can feel confident knowing things will be taken care of even when they are no longer here.

Why is Estate Planning Important?

There are a few important things to note about planning your estate. One is that it’s a good thing to have in cases where the person is unable to communicate because of injury, incapacity, or death, along with other reasons. Estate and legacy planning allows you to plan for the unexpected.

Family Guidance for Medical Decisions and Inheritance

Estate planning can also dictate how you want certain medical decisions made when you’re not in a capacity to make them yourself. This may help your family make a decision, knowing what it is you want, should an accident or other medical emergency happen to you. Medical decisions are important and oftentimes, doctors and hospitals won’t move forward in situations without written consent. Strategic planning allows you to prepare for these situations. In addition, legacy planning allows you to determine inheritance—where your wealth, assets, and/or business will go once you have passed, or in other words: transferring wealth from one generation to the next. It’s a good idea to have this created should something unexpected happen. Part of this process may include creating wills and trusts. We can aid you with this as well.


If you have young children and are unfortunately planning your estate at an earlier point in life—say because of a terminal illness or other similar issues— determining who gets guardianship of your children is important. Stating it in your will alleviates the need to determine it afterward, saving your children from a tremendous amount of hardship and heartache.

Business Succession/Exit Strategies

If you own a business, there are two ways you can go about it when planning your estate: succession or exit strategies. If you want your business to be passed down to your children or another trusted advisor, we will work with you to create a succession plan to ensure things go smoothly and certain aspects about your business aren’t changed. If you would like to leave the business once you retire, we can also help you plan your exit strategy.

Philanthropy and Charity

In your will, we can also go through the process of determining how you plan to donate to philanthropic and charitable efforts, should you choose to do so.

Tax Minimization

We can also work to minimize how much you pay in taxes. That way, when your family takes over whatever payments are left, they won’t be spending an over the top amount. We utilize tax minimization strategies, such as efficient tax investments, to help defer or reduce how much you pay out of pocket.

Is it Too Late to Start Planning?

It’s never too late to start planning the legacy you want to leave behind, but we do advise you to do it sooner rather than later. Life can be unexpected, and you want to be prepared for whatever it throws at you. Planning can significantly help with that and more.

Call The Herrera Group to Get Started Today!

At the Herrera Group, we’re dedicated to helping people plan smart, be financially sound, and be prepared for whatever life may throw their way. Our advisor has the skills and knowledge needed to assist you with estate planning and more. Don’t wait. Give us a call today so we can help you start planning for you, your family’s, and your legacy’s future.
Estate Planning

Estate Planning

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