Estate Considerations

Finally, an important part of your financial plan is making sure your estate documents are in place. This includes essentials such as a will, financial power of attorney, and healthcare power of attorney. These documents ensure your wishes are known and that the people you trust can act on your behalf if you are ever unable to do so.

While these topics are not easy to think about, planning ahead is an act of care and love. Without proper documents, decisions about your care and your lifetime savings may be left to the state—often at the most difficult time for your family. Thoughtful preparation brings clarity, dignity, and peace of mind to those you love.

At Stella Maris Wealth, we believe we are called to serve the Lord and to serve our neighbors with love—and to put that love into action. Scripture reminds us in Matthew 25:31–40, “…whatever you did for one of these least brothers of mine, you did for me.” This scripture reminds us that planning well is one way we care for others--not only easing burdens and protecting those who depend on us, but also making positive impact to those who are less fortunate than us. It’s about creating a lasting legacy.

We work closely with experienced estate planning attorneys to help ensure your plans reflect your values and intentions. For families concerned about lifetime estate gift taxes, we also explore strategies that may help preserve more of what you hope to pass on.

Our goal at Stella Maris Wealth is simple: to help you plan with wisdom, compassion, and clarity today, so your family—and those you are called to serve—are cared for tomorrow.