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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.
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.
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.
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.