Estate Planning
If you wish to leave behind a meaningful legacy—for your loved ones or a charitable cause—a well-crafted estate plan is essential. Without one, the future of your estate could be left in the hands of courts, attorneys, or others who may not share your values or intentions.
At Goff Wealth Management in Lafayette, LA, we believe estate planning is a key pillar of long-term financial security. A thoughtfully designed estate plan helps ensure your wishes are honored, your assets are protected, and your legacy lives on.
We work alongside your estate planning attorney to:
- Help draft or review essential documents (wills, trusts, powers of attorney)
- Coordinate your investment and financial strategy with your estate goals
- Structure tax-efficient transfers to heirs and charities
- Align your plan with multigenerational or philanthropic priorities
Whether your goal is to protect your family, minimize taxes, or support meaningful causes, we’re here to guide your legacy planning with clarity and care.
What We Can Do For You
At Goff Wealth Management, we help individuals and families create estate plans that protect their wealth, minimize taxes, and ensure their legacy is preserved and passed on according to their wishes.
Here’s how we guide you through the key components of thoughtful estate planning:
Will Education
We help you understand how to structure your will—whether a simple will, testamentary will, joint wills, or living wills—so your legal team can craft documents that clearly reflect your intentions. Our guidance helps you navigate this process with confidence, reducing stress and uncertainty.
Creating Powers of Attorney (POA)
A well-prepared Power of Attorney ensures that your financial, healthcare, and personal affairs are managed according to your wishes if you become incapacitated. We’ll assist you in understanding the options and help coordinate the creation of POAs to provide clarity and protection for your loved ones.
Choosing Executors
Selecting the right executor is essential. We’ll guide you in understanding the critical role of an executor, what qualities to look for, and how to make thoughtful appointments—especially if your estate involves minor children or guardianship considerations.
Designating Beneficiaries
Your beneficiary designations play a key role in how your assets are distributed. We’ll review your designations with you to ensure they align with your current wishes and estate goals, helping to avoid unintended outcomes or legal complications.
Minimizing Estate Taxes and Probate Fees
Estate taxes and probate costs can significantly reduce the assets your heirs receive. We’ll work with you and your tax and legal advisors to implement strategies designed to reduce tax exposure and protect the value of your estate.
Estate Protection
After your passing, many assets—such as real estate, investment accounts, and personal property—require continued management until they’re distributed. We help ensure your assets receive the proper protection and oversight, so your estate is preserved for the benefit of your heirs.
Distribute Your Legacy
We assist you in coordinating your estate plan, will, and beneficiary designations to ensure a smooth and efficient transfer of assets that reflects your final wishes—whether you’re planning for family, future generations, or charitable giving.
Take control of your legacy. Contact Goff Wealth Management in Lafayette, LA, today to begin your personalized estate planning journey.
Our firm does not provide legal advice or services. Please consult your legal advisor or an estate planning attorney regarding your specific situation.
