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Sooner Advisory & Planning

Practice Area

Estate Planning

Transfer mechanics are the easy part. The tension is the work.

A traditional estate plan gets the documents in place for the day you die. That's necessary, and it's not enough. The harder work is the tension you live with in the meantime: holding wealth and keeping control versus giving it away and losing it. That's a sequence, not a signature.

Engraving of a grand old oak tree standing over a modest prairie homestead

What this covers

  • Lifetime gifting sequenced against exemption sunsets
  • Trust structures that balance preservation with control
  • Valuation-discount development ahead of transfers
  • State estate-tax strategy (New England thresholds start low)

The orchestration

Qualified money compounds inside the estate. Capital gains decide whether an asset should ever move during life. A liquidity event opens the widest gifting window a family ever sees. Estate work that ignores those connections solves the lawyer's problem and leaves yours untouched.

We run the estate as an ongoing cadence, coordinated with your attorney and valuation specialists, revisited as law, net worth, and family change.

Where this shows up in your next move

Estate TaxesRetirement TaxesLiquidity Event

None of this works in isolation.

Ninety seconds tells you where your sequence should start.

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