Estate and trust services aren’t just for the wealthy. Anyone who owns a car, has bank accounts, investments, insurance, jewelry, and furniture has assets that need to be managed and then transferred to loved ones after their death. More importantly, estate planning isn’t just about the things that you own, it’s about expressing your wishes while you’re able. You may already know which relative you’d entrust to make decisions for you if you are ever sick or injured and cannot make decisions for yourself. Yet without legal documentation of your healthcare wishes, the hospitals will designate next of kin to make decisions on your behalf even if your next of kin is not the person you would trust to make decisions about your health.
Alloy Wealth Management offers estate planning services to help you manage your assets during your lifetime and when you’re gone, and ensure your wishes are carried out. And we won’t simply have your estate plan drafted then send you on your way. We’ll spend time with you and explain the difference between a will and a trust and walk you through every document in your estate plan. We’ll even help you compile a written notebook that includes clear directions for each document so that your loved ones and executors know what to do and understand what your wishes are.
At Alloy Wealth, we believe in educating and empowering clients so they can feel confident when making decisions that affect their future. Beyond estate documents, insurance plays an important role in estate planning. When we meet, we will analyze your insurance and explain which policies can offer an income in retirement and transfer wealth in a tax-efficient way. Then once your documents are drafted and filed, we will reach out from time to time to review your estate plan because changes will be needed as your family and goals change. When it comes to estate and trust services, you can count on Alloy Wealth. Call 800-689-3935 to speak with one of our experts.