Estate Planning Services

What are Estate Planning Services?

Dr. Penelope Tzougros, through Wealthy Choices®, provides comprehensive Estate Planning Services, ensuring you retain control over your assets and legacy, regardless of your wealth level. This service goes beyond mere distribution of assets; it’s about honoring your relationships and the causes dear to you, ensuring your wishes are legally documented and executed. From evaluating potential estate transfer costs  to supporting your loved ones in times of sorrow, Wealthy Choices® prepares you to leave a lasting, positive impact. Engage in thoughtful planning with us and transform a daunting task into a meaningful, fulfilling gesture of care and foresight for those you cherish.

What to Expect: 5 Easy Steps

• Step 1: Contact Penelope Kickstart your estate planning process by connecting with Dr. Penelope Tzougros. Reach out at 781 577 2311 or via email at penelope@wealthychoices.com to begin crafting a plan that ensures your legacy and wishes are respected and executed according to your desires.
• Step 2: Initial Discussion and Goal Setting In your first meeting, Dr. Tzougros will explore your estate planning objectives, including the legacy you wish to leave and the people and causes important to you. This discussion will help clarify your goals and the scope of your estate plan, from straightforward wills to more complex trusts and charitable giving strategies. There is no charge or obligation for this introductory consultation to assess whether we are the right partner for you.
• Step 3: Asset Review and Documentation You’ll undertake a comprehensive review of your assets, including investments, real estate, and personal property, alongside any existing estate planning documents you may have. This step is crucial for understanding your net worth and how best to structure your estate plan to meet your goals.
• Step 4: Estate Plan Development Based on the insights gained from your goals and asset review, Dr. Tzougros will work with you to develop a tailored estate plan. This plan will review a variety of legal instruments, such as wills, trusts, healthcare directives, and powers of attorney checking that they support your current intentions and are all designed to ensure that your estate is managed and distributed according to your wishes.
• Step 5: Plan Implementation and Review With your estate plan formulated, Dr. Tzougros will guide you through the implementation process, including coordinating with legal professionals who will  draft and finalize documents. Following implementation, she offers ongoing review services to ensure your estate plan remains aligned with your life changes, legal changes, and any shifts in your goals or assets, securing your legacy for years to come. Ensure your legacy reflects your values and wishes.

Talk to Me

Start the conversation with Dr. Penelope Tzougros at Wealthy Choices® about comprehensive estate planning services. Contact us at 781 577 2311 or penelope@wealthychoices.com to leave a lasting impact on those you cherish.