Broker Check

Estate Planning 

Alliance Wealth AdvisorsAlliance Wealth Advisors

Alliance Wealth Advisors is a comprehensive wealth management team that specializes in retirement transitions. With decades of experience in financial planning services, our team brings all of the pieces of the wealth management puzzle together. We build empowering, mutually beneficial relationships with each client we serve. Through client education, our clients gain a powerful understanding of their own financial situation so that they are equipped with what they need to make informed financial decisions on their own behalf. Strategic alliances with our tax team, legal team, and others allow us to create an environment where we can serve our clients in a truly holistic way, touching every part of their financial life. Are your financial, tax, and estate plans coordinated? Find out what authentic financial freedom feels like. Experience the Alliance advantage.

What is Estate Planning?

Estate planning is a process that encompasses mapping out exactly how your assets and estate will be divided when you pass away or if you happen to become incapacitated. This process includes naming heirs and what they will receive. Estate planning is an essential and valuable piece of your financial puzzle. It is all about leaving the legacy that you desire when you go. Not only does estate planning honor your wishes, but it honors your values and allows them to be passed down to your heirs. Ensure that you are making the most out of the legacy you leave with estate planning.

Basics of Estate Planning

  • Protect Assets – Decide ahead of time what will happen to your assets when you pass away or in the event you should become incapacitated.
  • Honor Your Wishes – End of life care is a vital component in sound estate planning. You choose what happens if you should become unable to make decisions on your own.
  • Peace of Mind – If you do not have an estate plan, you are risking leaving you legacy in the hands of the courts. Provide yourself and your loved ones with peace of mind knowing that there is a plan.
  • Your Philanthropic Legacy – With estate planning, you can choose to designate a portion of your wealth to go to a charity of your choosing. You can support a cause you are passionate about, even after you’ve moved on from this world.
  • Minimize Tax Implications – Protecting your estate and loved ones means protecting them from the IRS as well. Minimize tax implications with a financial estate plan on your side.

Estate Planning Financial Advisor

Estate planners are people who understand the process of planning for and managing financial affairs in the event of a person’s incapacitation or death. They have years of experience helping individuals like you to get their affairs in order. An estate plan is a vital component of a sound financial plan. An estate planning advisor will work with clients throughout the process of estate planning, ensuring that their assets are protected and growing. An estate planner is a critical partner, don’t wait to begin planning how your estate will be dealt with in the event of your incapacitation or death. Life is unpredictable, and we will never know for sure when we will leave this world. Make sure you are well equipped with a plan ahead of time.

Key Takeaways

The reality is that none of us get to take any of our stuff with us when we go. No matter how grand or minimal you perceive your estate to be; everyone can benefit from working with a financial professional to assist in estate planning. Estate planning ensures that your wishes will be honored and that your family and loved ones are protected after you pass on. It can also protect you if you become incapacitated, as estate planning can involve an advanced medical directive or other kinds of end-of-life planning. Our team at Alliance Wealth Advisors has formed strategic alliances with several professionals who together can ensure that all of your estate planning needs are met. Speak with an estate planning financial advisor today.