What We Do
We act as your financial quarterback, coordinating your estate attorney, investment strategy, and tax planning to ensure everything works together seamlessly. If you already have an estate attorney, we collaborate with them to align your financial plan with your legal documents; if not, we can connect you with vetted attorneys in your state, recognizing that estate laws vary widely across the country. While attorneys focus on drafting documents, we review your plan through an investment and tax lens, drawing on experience across all 50 states to identify what works, what fails, and where costly mistakes often arise. From there, we help implement the details—verifying beneficiary designations, confirming proper account titling, coordinating tax strategies, and structuring your portfolio to support your estate goals—bringing the kind of cross-disciplinary pattern recognition that comes from seeing how laws, investments, taxes, and beneficiaries intersect in the real world.
How We Work With Your Attorney
We review your estate documents through an investment and tax lens, identifying opportunities and potential issues from the portfolio side rather than just the legal perspective. We systematically verify that every account has the correct beneficiary designations aligned with your broader estate and tax strategy, then coordinate the necessary portfolio changes, beneficiary updates, and account restructuring to ensure your documents function as intended in practice—not just on paper. As life evolves—whether you move states, laws change, or new accounts are opened—we provide ongoing monitoring to keep your investment picture aligned with your estate plan. With your permission, we also collaborate directly with your attorney to ensure everyone is working together seamlessly and nothing falls through the cracks.
Why National Experience Matters
Serving clients across all 50 states means we’ve seen how estate strategies that work perfectly in one state create problems in another. California’s high state income taxes change everything about Roth conversion strategies versus traditional IRA strategies in your estate plan. Florida’s lack of state income tax makes different strategies optimal. New York’s lack of portability for estate tax exemptions requires different planning than states with portability. Your attorney knows your state’s laws deeply. We bring pattern recognition from seeing plans succeed and fail across every state—which reveals gaps and opportunities attorneys working only in one jurisdiction might not see.
Our Services
Wealth Management
Grow your wealth with Rebalance’s low-fee, tax-efficient, globally diversified portfolios for both taxable and non-taxable assets. Our portfolios combine U.S. and international equities, real estate, and fixed income, all systematically rebalanced and tax-loss harvested to maximize after-tax returns.
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Financial Planning
Plan for all the chapters of your life, and know that we will be with you every step of the way.
True financial planning goes beyond numbers. At Rebalance, we take the time to deeply understand your goals, build a holistic, comprehensive strategy around them, and deliver ongoing guidance at every stage.
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Specialized Services
Rebalance clients receive comprehensive, long-term tactical guidance, supported by a strategy that adapts as life evolves. These services include Charitable Planning, Estate Planning, Reducing Concentrated Risk, and Tax Management.
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Frequently Asked Questions
Do you create estate documents such as wills and trusts?
Rebalance does not draft legal documents. Instead, we help review your existing estate plan, identify potential gaps, and ensure your wills, trusts, and beneficiary designations remain aligned with your financial plan and long term intentions. When needed, we coordinate with your estate planning attorney to help keep everything current and consistent.
How often should my estate plan be reviewed?
Estate plans should be reviewed periodically, especially after major life events such as retirement, relocation, inheritance, marriage, divorce, or the birth of a child or grandchild. We help clients revisit their plans over time to ensure documents, beneficiaries, and strategies remain aligned with evolving goals and circumstances.
Can estate planning help reduce taxes and protect my heirs?
Thoughtful estate planning can help minimize potential tax burdens, simplify the transfer of assets, and reduce the likelihood of confusion or delays for your family. We help evaluate strategies that support efficient wealth transfer while ensuring your wishes are clearly reflected and your legacy is preserved.
How does estate planning fit into my overall financial plan?
Estate planning is an important part of a comprehensive financial strategy. It works alongside investment management, tax planning, and retirement planning to help ensure your assets are structured thoughtfully, your intentions are clear, and your long term legacy goals are supported.
