Estate and Trust Consultation
Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Allied Tax and Consulting LLC’s role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries utilizing our network of approved attorneys. Everyone should have a well thought out plan as to how to disburse one's estate so as to avoid complications and to be sure that your wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones have fewer complications to deal with during a time of loss.
We are here to assist you...
Estate planning can be complicated and costly. Don't let issues related to taxes, bureaucracy, probate courts, unfair appraisals, health care concerns, eligibility of heirs, life insurance, IRA's, 401K's, annuities, and burial or cremation costs to name a few, cause your loved ones to experience unnecessary burdens during a traumatic time in their lives.
Planning what happens to your estate when you're gone can seem frustrating and intimidating without qualified help. We are here to assist you with all facets of the process. We have developed working relationships with local attorneys to provide timely and accurate legal advice to our clients allowing us to focus on the tax planning strategies. You are never too young to begin estate planning.
Don't be tempted to put the whole thing off, assuming that it will just take care of itself. In all cases, estate planning ends up saving your family lots of time, heartache and money.
Every estate planning situation is different, and we strive to know you, your unique situation, and all key aspects of your financial needs. We offer professional guidance and research to make planning your estate simple, efficient, and stress-free. As life events bring about changes we are available to guide you through further discussion regarding questions, change of circumstances, and alternatives. We will be there with you through the years.
We are here to help you...
- Clearly define your estate planning goals and objectives.
- Evaluate and recommend estate planning options.
- Organize and create your estate planning team (experts on law, finance, and taxes) to decrease the problems and expenses associated with probate, lessen taxes at time of death, arrange for management of your estate in the event you are incapacitated, and draft a working plan for conserving and effectively managing your estate after death.
- Prepare, organize and review your estate planning documents including current wills, trusts, health care and power of attorney in association with our trusted legal and financial partners.
- Transfer the assets of your estate to heirs the way you want.
- Organize fair and adequate liquidation of estate assets to cover taxes and other expenses.
- Amend your plan as needed.
WE ARE HERE TO ASSIST YOU
We Can Help With...
- Living Wills and Trusts.
- Lifetime Family Wealth Transfers.
- Family partnerships and other business relationships.
- Leaving money to charities.
- Preparation for estate and trust tax problems.
Schedule a Consultation
We are always available to spend time with you so that you fully understand how to interpret and utilize the financial information and tax advise we provide. Consultations are available by appointment and appropriate fees will apply.
