Protect Your Money
Services • Estate Planning
Secure Your Legacy
Estate Planning Services & Attorneys
Estate planning is crucial for physicians seeking to secure their financial legacy and provide for loved ones.
At Physicians Thrive, we offer comprehensive estate planning services, including wills, trusts, power of attorney, and strategies for minimizing estate taxes.
Our specialized approach ensures that high-net-worth individuals receive tailored advice, aligning estate plans with their personal and professional goals.
We specialize in…
How It Works
We go beyond document preparation to deliver a holistic approach to estate planning. Our process begins with an in-depth consultation to understand your unique goals, family dynamics, and financial situation.
We then craft customized solutions, including wills to dictate asset distribution, trusts to protect wealth and reduce probate, and powers of attorney to ensure your wishes are honored in financial and medical decisions.
For high-net-worth individuals, we provide advanced strategies such as tax-efficient wealth transfers, charitable giving plans, and estate tax minimization. Our team collaborates with legal and financial experts to ensure every aspect of your plan is aligned and legally sound.
By handling the complexities of estate planning, we empower you to secure your legacy and provide peace of mind for your loved ones.
Comprehensive Solutions
Gain clarity and confidence with estate planning services covering wills, trusts, POA, and tax strategies tailored to physicians’ needs.
High-Net-Worth Expertise
Leverage our experience in creating estate plans that preserve and grow wealth while minimizing tax liabilities for high-income professionals.
Future-Proof Security
Protect your assets and loved ones with solutions designed to adapt to changing laws, financial situations, and family dynamics.
Frequently Asked Questions
What is included in an estate plan?
An estate plan typically includes wills, trusts, power of attorney, healthcare directives, and strategies for asset distribution and tax minimization.
Why do physicians need specialized estate planning?
Physicians often have complex financial situations, including high incomes, practice ownership, and significant assets, requiring tailored solutions to protect their wealth and family.
Can estate planning reduce taxes?
Yes, strategic planning can minimize estate taxes, capital gains taxes, and other financial liabilities, preserving more of your wealth for heirs or charitable causes.
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!
