Estate Planning
Among the many facets of financial planning, estate planning is one of the most important. However, it also tends to be one of the most neglected aspects for investors who may think that they don’t need to be concerned about it yet. As recent events, including the COVID-19 pandemic, have shown, life is uncertain, and without proper estate planning, even something as simple as custody of children can end up being decided by judges or state officials. Most investors believe that by having an up-to-date will, they have satisfied all aspects of making sure their wishes will be carried out after their deaths. However, is a will enough to cover everything?
We are here to guide you through the complexities of creating an estate plan that suits you best. We’ll help you with strategies to help you avoid some of the common mistakes faced by investors. To avoid length probate processes, we can help you establish trusts to fund with your assets so your beneficiaries will be best cared for. Whether you need a revocable or living trust with terms that you can modify often, or an irrevocable trust that is set after it is created to provide more asset protection, we can go through the pros and cons of each type with you and find the best long-term decision to suit your estate plan.
At Wall Street Alliance Group, we want to help you ensure that your wishes are carried out, preserving your wealth for future generations, securing the finances of your beneficiaries, and avoiding estate taxes. Your estate planning should be as unique as you are, and we take everything about your situation and your wishes into consideration as we work with you to set everything up, working with you for your satisfaction.
