Trust and Estate Planning

Trust and Estate Planning should includes a host of family essentials, including gifting and estate transfer, end-of-life planning, guardianship of underage children, the stewardship of assets, philanthropic desires, and more. knowledgeable guidance to help ensure your financial legacy makes an enduring difference in the lives of loved ones or a favorite charity.

Having an estate plan to control the distribution of your asset’s benefits everyone, you, your entire family and the causes you care about. The right plan will help you mitigate potential pitfalls in the future. We utilize our resources to assist your attorney and CPA with a personalized plan that not only protects your assets but also guides you to share your wealth with the people and you care about most.

Consider this, if you don’t plan for your estate, it will inevitably be done for you. Frequently the state gets involved, which will likely increase taxes, lengthen the timeline and adding unnecessary emotional stress for loved ones.

That is why it is important to develop your own estate plan. We are here to make legacy planning a positive, gratifying endeavor that leads to the preservation of your family values and your assets transferring efficiently and according to your wishes.

Alliance Advisors LLC has access to experts in trusts, insurance and charitable giving. We have years of experience working with other professionals, such as CPAs and attorneys to help ensure a well-coordinated approach.

Coordination ensures your wishes are communicated to all involved, that your thoughts are thoroughly and accurately documented, ensuring your plans are amended appropriately as new marriages and births occur in your family.

Various Instruments Trust and Estate Planning.

There are various instruments that work within your overall estate plan to provide certainty and control over everything you’ve worked for and accumulated during your lifetime, regardless of asset level. Examples include trusts, wills, insurance policies, and durable powers of attorney.
Utilizing these instruments can give you the confidence of knowing the estate you created will be handled as planned and likely exclude probate or a lengthy or expensive process.

A well documented estate plan may also help your family avoid the court’s involvement in appointing a guardian or conservator in the event of incapacity. Proper documentation can provide for long-term care, education for children and grandchildren or your favorite charity.

We work with you and your other professional advisors to ensure your aspirations are documented in writing and are legally binding. Going forward, we will revisit your plan regularly to ensure it is up to date.
We will provide recommendations that not only benefit you now but present the opportunity to shape the way you wish to be remembered.

Looking for an Expert Financial Consultant?