Estate planning services are available to anyone over the age of 18, no matter their income or assets owned. With an estate plan, you will have the power to outline your healthcare wishes and designate someone to handle your finances in the event you’re incapacitated. You will also be able to determine what happens to your possessions, and who will gain custody of your children in the event of your passing. Without an estate plan, those decisions would be left to the state.
Alloy Wealth Management founder Mark Henry has experience in estate planning and believes in taking a holistic approach when writing plans. Our Alloy Wealth financial experts are trained to take into consideration the “what ifs” of life like taxation, inflation, and health insurance care when customizing estate plans for clients. Because education is important for clients to make informed decisions, we take the time to explain the difference between a will and a trust, how to avoid probate, and how insurance may offer protection for loved ones and help them transfer wealth in a tax-advantaged way.
Once our clients are fully informed on each document type, we work with fee-based attorneys who help draft the legal documents and properly file them, and then help them organize the documents so their loved ones will know what to do when the time comes.
Estate planning services aren’t costly, but they are important. We can explain the different options and costs when you come and see us. Call 800-689-3935 to speak with an Alloy Wealth Management team member.