After a lifetime of hard work, you want to make sure your golden years are comfortable and your loved ones well taken care of after you are gone. The associates at Advisors Alliance Group, PLLC have dedicated their careers to helping families accomplish these goals and more. The estate plan we create for you and the people you love will protect your hard-earned assets and use the tax laws to the utmost advantage so you pay minimal, if any, tax. Your estate plan will ensure your children's inheritance and enable you to pass on your values, goals and work ethic. If you own your own business your plan will provide for a smooth and profitable 'exit'. In short, your estate plan will protect both your family and your legacy. And even if you already have a plan, chances are we can make it significantly better. After all, an outdated or inadequate plan is often worse than no plan at all.
It is important to remember that if you don't have an estate plan, the state and the IRS will create one for you. Of course, their plan will not focus on minimizing taxes or looking out for the best interests of your heirs. This is why having your own estate plan, created by an attorney who specializes in planning and wealth preservation, is one of the most important financial decisions you will ever make.- Traditional estate planning, including wills, revocable trusts, powers of attorney and health care directives
- Advanced estate planning, including irrevocable life insurance trusts, gift programs, minors' trusts, generation-skipping trusts and tax planning
- Business planning, including family limited liability companies, family limited partnerships, structured ownership, reorganization, and succession
- Probate and trust administration
- Charitable planning, including private foundations and charitable trusts
- Pre-nuptial agreements
- Domestic partnership agreements
- Medicaid eligibility
