Services / Estate Planning
Estate Planning
It’s never too early to start thinking about the future, and with the right plan you can ensure that your wealth continues to support those you love and your values long after you’re gone. At Skyline Advisors, our team of CERTIFIED FINANCIAL PLANNERS™ (CFP®) will work closely with you to provide expert estate planning services built around your long-term vision. We bring experience, wisdom, and a fiduciary framework that always puts your needs first.
Building a plan for your family and legacy
Ensure a Smooth Transition
Through our comprehensive estate planning process, you can ease the transition for your family and loved ones by making it clear what happens to your money and assets. This planning should start early, and it develops as you accumulate wealth and assets. Estate planning happens throughout your life but is often critical towards the end. Our team provides hands-on service to help facilitate this difficult process so you can have some peace of mind and your heirs have time to grieve.
Secure Your Legacy
As part of our services, our estate planning advisors can sit down with you to develop a plan that ensures your wealth continues to reflect your values and support the causes that mean the most to you. We can talk you through the process of establishing a Donor Advised Fund (DAF), charitable trusts, gifting strategies, and other means of distributing your money to the people, organizations and causes that you value.
Face the Future Confidently
Our CFP® professionals can help you manage uncertainty about what will happen to your estate so you can enjoy the days ahead without worrying about what’s to come.
Client Successes
“Their team makes us feel comfortable and supported every step of the way. Skyline Advisors has been instrumental in helping us save for ourselves and our kids, ensuring a secure future for our family. Thanks to their expert guidance, we feel exceptionally confident about our financial plan and future!”
Amanda & Ky Nayfield — Owner Connect NW Physical Therapy — Client since 2023
This testimonial is from a current client of Skyline Advisors, Inc., and was not compensated by our firm in exchange for their testimonial. Each testimonial may not reflect the opinion or experience of all Skyline Advisors, Inc. clients.
So how do we do it?
Skyline Advisors is committed to making the estate planning process as smooth and complete as we can, providing you with proven expertise to assist with:
Collaborative discussions with you and your family about your wishes
Creating Donor Advised Funds or Trusts
Designating IRA Beneficiaries and TOD
Refer you to a trusted estate planning attorney
Prepare you for your estate planning meeting
Review your draft documents to make sure they reflect your wishes
Help you think through your wishes for your children, pets, and any specific bequests you have
Help you execute your documents, an often overlooked task
Remind you to update these documents as life happens
Work with those who are single and/or child-free who need to consider their unique estate, health care, and legacy wishes
Help you setup Irrevocable Trusts with proper income, tax, and investment planning
Review State and Federal Estate Tax ramifications and talk with you about solutions
Help your Personal Representative or Executor or Trustee or Power of Attorney after you die to facilitate the next steps
What we don’t do: Provide legal advice or interpret law. You need an attorney for that.
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What We Do for You
We work with you and your family towards your “richer life” which includes passing your wealth to your heirs and the non-profits you value. Our process is tailored for you and based on our real-world experience. It begins with an initial consultation during which our professionals learn as much as possible about your finances and your goals for the future. From there, we design and propose a plan for meeting your financial objectives, and legacy wishes. Working together, we will put that plan into action, with full communication from our team at every step of the way so you always know what we’re doing and why. After the plan it put in place, we’ll continue to review the plan and recommend changes as your life, family, and legacy wishes develop and change.
Why Choose Skyline Advisors?
Our status as a fiduciary means we act with utmost trust on your behalf. Our status as experienced financial planners means we act with a deep background and passion for securing your family and legacy. You can trust us to listen and learn about you, your family, and your legacy wishes. Estate planning in Bellingham, WA means knowing Washington’s tax and legal environment and working with your attorney to reflect your wishes. We take estate planning seriously and make it a priority for all of our clients to provide the security and peace of mind you need.
To learn more about what we can do for you, reach out and speak with a member of our team today.
Start Planning Your Future
Take the first step towards a secure and fulfilling retirement. Contact us today to schedule your personalized consultation and let us help you achieve your retirement dreams.