Trust & Estate
Feel prepared for every part of your future
At Earned, we understand the importance of connecting your financial goals and decisions to your trust and estate plan to make sure your assets are distributed according to your wishes. We’ll review and visualize your current estate plan, making it easy to understand, and ensuring it’s connected to your financial goals and most-up-to-date view of your assets.
Personalized picture of your estate plan in a clear, easy-to-understand format
Help coordinating wills & trust, health care directives, powers of attorney, asset & beneficiary titling
Corporate trustee services to ensure your estate plan is carried out as intended through our partnership with Fidelity
Why it's important:
Careful planning now can help you establish long-term security for you and your family. Keeping your estate plan up-to-date ensures your wishes are carried out as intended as your life situation changes.
See how Earned supports doctors with:
Updating an estate plan for the first time in 10 years
This doctor hadn’t thought much about her estate plan in almost 10 years – leaving out critical considerations related to changes in her family structure. Our advisors suggested she consider the creation of a temporary notarized will to safeguard that, in the event of any unforeseen circumstances before the trust is updated, her assets are designated for her wife. Scenarios presented are for illustration purposes and may not be typical of all clients. Individual results will vary.
How it works
Using the Earned Wealth App, you’ll upload your existing trust, will, and estate documents for your Earned Advisor to review
See how Earned is working to achieve your goals
Through the Earned Wealth App, you will clearly see how Earned is working on your behalf to achieve your goals. Seamlessly share information and connect with your Earned Advisor when it works for your schedule.
Explore the Playbook
Our Doctor Wealth Playbook is a proprietary process that we use to identify, prioritize, and action wealth creation opportunities for our doctor clients. Explore the next pillar in the playbook, Financial Planning.
Your assets are secure
Your assets are custodied at Fidelity and protected by SIPC. As one of the nation’s largest institutional custodians, Fidelity oversees $4 trillion in assets under administration. Fidelity’s financial stability, its compliance with industry regulations, and its insurance protection via the Securities Investor Protection Corporation (SIPC) all serve to help safeguard your investments.
Frequently Asked Questions
It’s always helpful to have an up-to-date trust and estate plan, especially if you have had life changes recently. Advance medical directives, durable power of attorney, a will and a living trust are all especially helpful and important. Your Earned Advisor will help you make the best plan.
Trust & Estate
How Physicians can Avoid Leaving Heirs a Giant Tax Bill
According to a rule instituted in 2020, non-spousal beneficiaries of retirement accounts now must draw down those savings within 10 years — often leaving them with a sizable tax bill. Below, we’ll take a look at what high earners are doing to amend their estate plans and what physicians should consider when leaving money to their children and grandchildren.
Trust & Estate
An Introduction to Estate Planning
Knowing where to start when planning your estate can be a daunting task. Depending on your career and life stage, how you plan your estate may look very different. Once you break it down, planning your estate doesn't have to be as complicated as you think.
Trust & Estate
Estate Planning for Doctors: A Checklist to Update or Start Your Own
Estate planning for doctors is a crucial aspect of financial planning, and it's never too early to get started.
Financial Planning
Report: Only 17% of Eligible Workers are Saving Money in Their Roth 401(k)
While more and more employers are offering the after-tax savings accounts to their employees, workers have been slow to incorporate them into their retirement plans. However, many savers — physicians included — could greatly benefit from doing so.
Disclosures
The information in this communication was prepared for educational purposes only and is not a solicitation to buy or sell any security or insurance product, nor an offer to provide investment advice. All examples are for illustrative purposes only and may not be relied upon for investment decisions. Nothing contained herein should be construed as legal or tax advice and is not intended to replace the advice of a qualified tax advisor or legal professional. The information presented may have been compiled from third-party sources we believe to be reliable but cannot guarantee its accuracy or completeness.
This communication contains past investment recommendations for illustrative purposes only. Earned Wealth makes no assurances, nor should it be assumed, that recommendations made in the future will be profitable or will equal the performance of the securities included in this presentation. Due to various factors including changing market conditions, such recommendations may no longer be appropriate; nor should any past recommendation be taken as personalized investment advice.
Earned Wealth is an SEC-registered investment adviser. Additional information about Earned Wealth, including its services and fees, is available online at http://adviserinfo.sec.gov/.
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Investment advisory services offered through Earned Wealth, an SEC-registered investment adviser.