Protect Your Money
Services • Estate Planning • Wills, Trusts, POA
Wills, Trusts, POA
Estate Planning Documents
Physicians Thrive offers customized estate planning solutions to help physicians protect their assets, provide for their loved ones, and ensure their financial wishes are carried out.
Our tailored estate planning documents include wills, trusts, and powers of attorney, all designed to give you control over your wealth and peace of mind for the future.
How It Works
We start by understanding your financial goals, family dynamics, and long-term legacy objectives.
Our legal and financial experts then draft precise, customized documents to ensure your assets are managed, protected, and distributed according to your wishes.
We coordinate with your advisors to integrate these plans into your broader financial strategy, ensuring full alignment with your estate goals.
- Plan Integration: Align your estate documents with your financial and tax strategies.
- Consultation: Discuss your family needs, assets, and goals.
- Document Drafting: Create customized wills, trusts, and powers of attorney.
Wills
Ensure your assets are distributed according to your wishes with a legally sound will that provides clear instructions for your beneficiaries and protects your loved ones.
Trusts
Protect your wealth, avoid probate, and minimize taxes with tailored trusts, including revocable living trusts, irrevocable trusts, and charitable trusts.
Powers of Attorney
Appoint trusted individuals to manage your financial and healthcare decisions in case of incapacity, ensuring your affairs are handled responsibly.
Frequently Asked Questions
Why is a will important for physicians?
A will ensures your assets are distributed as intended, minimizes family disputes, and simplifies the legal process for your loved ones.
How does a trust benefit my estate plan?
Trusts can help avoid probate, minimize estate taxes, and protect assets for your beneficiaries, offering a seamless transition of wealth.
What is a power of attorney, and do I need one?
A power of attorney allows someone you trust to manage your finances or healthcare decisions if you become incapacitated. It’s essential for ensuring your wishes are upheld.
110,500 Physicians
…and Counting
We’ve educated and served thousands of physicians.
Our team has helped physicians in all 50 states better understand their unique financial situations.
7,000+ satisfied physicians
– Jigar Panchal
I worked with Dave Swan recently for disability insurance. Dave and his team were very professional and courteous. He was always available for questions and was overall a pleasure to work with.
– Saurabh Singhal
I couldn’t recommend Dave & Steve Stratman for contract review services more. I also further have a meeting set with Dave to discuss disability insurance and continue our discussion about financial education and planning in the upcoming weeks.
– Nick Peacock
Great company to work with, helped me set up own occupation disability insurance and were very helpful and great at explaining things along the way.
– Ealena Callender
I have been very pleased with Physician’s Thrive. Their representatives are always responsive and helpful. Michaela is pleasant and eager to help. It is great to have one reliable place to go for a wide range of services. I highly recommend them to anyone who asks.
– Doug Zaruta
Top notch all-inclusive financial planning, contract review, accounting, tax planning, and more. Dave Swan is a true professional with strong values and integrity. He and the entire team at Physician’s Thrive are trustworthy, reliable, and accessible.
– Jake Luther
Michaela provided excellent advice regarding student loan repayment, investments, and home buying when I was entering residency. I highly recommend her and this company for any physicians that are in search of financial advising.
– Colton Roessner
Michaela gave a great presentation on medical student financial literacy and making the transition from student to resident to attending physician. I would highly recommend her for anyone with financial questions about medical student loans and financial planning!
