Estate | Gauthier Wealth Partners

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

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Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Year-End Planning: Preserve, Grow, and Give

Ensure your wealth is preserved, grown, and passed on by using strategic, purposeful year-end planning for lasting impact.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Intellectual Property Rocks in a New Digital Era

Intellectual property ownership and its implications for ordinary people and estates.

Preserve, Grow, and Give: Year-End Wealth Planning

Help preserve, grow, and pass on your wealth and legacy to future generations through smart year-end planning strategies.

Leaving a Legacy: Saving for Your Family's Financial Future

Start taking proactive measures to safeguard your legacy and plan for your family’s financial future.

Managing the Risk of Outliving Your Money

Steps to help you sustain and grow your retirement savings.

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.