Estate Planning Guidance
Why estate planning matters
Plan with Confidence
Estate planning isn’t only for the ultra-wealthy. It ensures what you own passes as you intend and that loved ones are cared for if life changes unexpectedly. Peterson Row coordinates your financial picture with your attorney’s legal documents so everything—from accounts to insurance—supports your legacy.
Our estate planning services
Estate planning is about more than documents—it’s about making sure your wealth passes smoothly, reflects your wishes, and supports the people and causes you care about.
01
Beneficiary review
Confirm retirement accounts, life insurance, and TOD/POD designations reflect your wishes and avoid unintended outcomes.
02
Coordination with attorneys
Work alongside your estate lawyer on wills, trusts, and powers of attorney; provide referrals if you need one.
03
Trust and legacy strategies
Discuss gifting plans, charitable options, and how insurance can provide liquidity or equalize inheritances. When taxes touch your legacy, we connect the plan with thoughtful tax planning.
Integrating estate with your financial plan
Your legacy decisions affect investments, taxes, and insurance. We fold those choices into comprehensive financial planning so account titles, beneficiary forms, and funding match the intent of your documents.
Asset protection reviews
Proper titling, adequate liability coverage, and specialty structures (when warranted) can reduce exposure to life’s what-ifs. For a deeper look at coverage and risk controls, explore our asset protection approach.
Legacy and values
Beyond numbers, many Dayton families want to pass on values—philanthropy, education, stewardship. We can facilitate family conversations and help you document intentions so heirs understand the “why” behind the plan.
Start your estate plan
Whether you’re updating an old will or starting fresh, Peterson Row will align the financial details so your plan works when it matters most.
