618.288.9505 info@carsonallaria.com

Estate Planning

We can help you protect and direct your assets according to your wishes.

Multi-Generational Planning

Estate Tax Reduction Strategies

Account Ownership and Beneficiary Evaluation

Coordination with Qualified Estate Planning Specialists

Wills, Trusts, Powers of Attorney

Transfer/Payable on Death Documents

 

In coordination with licensed attorneys, we will help facilitate the estate planning process to ensure that your wishes will be carried out should you become incapacitated or deceased. We will help you think through the many important estate planning considerations that you will face, we will accompany you as you execute documents to name beneficiaries, trustees, agents, etc. and we will assist in the monitoring of your estate plan in future years.

Additional Estate Planning Resources

Who is Overseeing Your Team of Professionals?

Managing your financial plan can be overwhelming. After all, it’s ultimately up to you to make sure that your investments, retirement plan, estate plan, insurance policies, and taxes are all on track and working efficiently…

No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.

Top