How to Include Your Pets in Your Estate Plan
June 22, 2026
Wealth managers often talk about returns, benchmarks, and beating the market. Those things matter, and our team pays close attention to them at SageMint Wealth. But if you asked us what we’re truly here to do, our answer would be much simpler and much bigger than the numbers on an investment statement. We’re here to help you live well and do good.
That purpose is at the heart of everything we do. It shapes the advice we give, the questions we ask, and the way we partner with you throughout your financial life.
What does “live well, do good” actually look like in practice? Here’s what it means to us and how it influences the work we do together.
“Live Well, Do Good” Is One Idea, Not Two
To us, living well and doing good aren’t competing priorities. One makes the other possible.
When you have confidence in your financial life, you have more freedom to spend time with the people you love, support the causes you care about, help your family, or simply be more present in your everyday life. Rather than being the end goal, financial confidence is the foundation that allows you to live according to your values.
SageMint Wealth’s financial planning approach is rooted in this idea. We believe wealth should make your life richer in every sense of the word—not just by growing your assets, but by giving you the freedom and confidence to make a positive difference.
Live Well: Building Your Financial Life Around What Matters Most
Living well starts with a simple idea: your financial plan should support your life, not the other way around.
In many cases, that means looking beyond your investment portfolio. Your finances are connected to your family, your career, your business, your health, and the goals that make life meaningful. When those pieces work together, your money becomes a tool to help you live the life you want.
Here’s what that looks like in practice:
- We start with your goals. Maybe you want to retire early, take a sabbatical, launch a business, or spend more time with your family. Whatever matters most to you becomes the foundation of your financial plan.
- We’re with you through life’s biggest transitions. Selling a business, receiving an inheritance, getting married, going through a divorce, or retiring can bring both opportunity and uncertainty. We help you make thoughtful decisions that fit your long-term goals instead of reacting to the moment.
- We make sure your financial plan reflects your values. If supporting certain causes, investing responsibly, or creating opportunities for future generations matters to you, those priorities deserve a place in your financial plan.
- We help you see the bigger picture. Every financial decision you make touches another part of your financial plan. We help connect the dots, so you understand how today’s choices affect tomorrow’s opportunities.
Living well looks different for every person and every family. Our job is to understand what it means to you, then build a plan that helps you get there.
Do Good: Using Your Wealth to Make a Difference
If living well is about the life you want to build, doing good is about using your wealth to support the people and causes that matter to you.
For many of the individuals, families, and business owners we work with, that’s an important part of financial planning. Once you have a solid foundation, you can start thinking beyond your own financial goals and toward the impact you want to have.
Here’s what that can look like:
- Supporting your community. Whether it’s giving to a local nonprofit, funding a scholarship, or investing in the organizations that make your community a better place to live, we can help you make giving part of your long-term financial strategy.
- Giving with purpose. Charitable giving tends to be most impactful when it’s intentional. We help you think through how much to give, when to give, and the most effective ways to do it so your generosity supports the causes you care about while fitting comfortably within your broader financial plan.
- Planning for the next generation. We believe estate planning is about more than deciding who inherits what. It’s also an opportunity to pass along your values, prepare your family, and create a legacy that reflects what’s important to you.
- Supporting the future you want to see. Many of our clients are passionate about advancing women, supporting the LGBTQ+ community, encouraging entrepreneurship, or strengthening other causes that reflect their values. We believe your financial plan should make room for those priorities, too.
Doing good doesn’t require extraordinary wealth, and it doesn’t have to wait until retirement. It can be part of your financial life today, growing alongside your wealth over time.
Live Well, Do Good: Putting Your Wealth to Work
At SageMint Wealth, we believe your financial plan should reflect the life you’re building and the difference you want to make. That starts with understanding what matters most to you, then creating a plan that supports your goals, your values, and the people you care about.
The value of wealth comes from what it makes possible. It allows you to enjoy the life you’ve worked hard to build, provide for the people you love, and support the causes that are important to you. That’s where thoughtful financial planning can make a meaningful difference.
As your life changes, your financial plan should change with it. We’ll be there to help you navigate new opportunities, unexpected challenges, and the decisions that come with each stage along the way.
If you’re ready to build a financial plan that helps you live well and do good, we’d love to start the conversation. Reach out to take the first step.
