Effective Estate Planning

Effective estate planning goes beyond the will and arranging for the distribution of assets after a person passes. An estate plan ensures their healthcare wishes are carried out in the event they are incapacitated and assigns someone to manage their financial affairs. With proper strategy, estate planning can also create opportunities to minimize tax liabilities on heirs. The costs involved in creating an estate plan are minimal, yet most Americans don’t have one. Many surveyed stated they haven’t gotten around to it while others thought they didn’t have enough money to need an estate plan. Regardless of financial status, estate planning is for everyone. 

Alloy Wealth Management offers effective estate planning services which will enable you to manage your affairs during your lifetime and help ensure your legacy is efficiently passed on to your loved ones. We work with fee-based attorneys to draft and file all necessary estate documents. Then once your documents are prepared, we will meet with you to go over each document then help you compile a notebook giving clear direction to loved ones and executors, so they know what to do when the time comes. Estate plans need to be updated over time, especially after a significant life change.

The probate process can be time consuming, stressful, and costly. Effective estate planning helps protect family members from having to deal with probate and can help transfer wealth in a tax-advantaged way. When it comes to estate planning, count on Alloy Wealth Management. Call 800-689-3935 if you have questions or are ready to schedule an appointment.