Estate Planners
Many people look at estate planning as a simple exercise in preparing documents. Whether you want to provide for minors, heirs, loved ones with disabilities or charitable causes, we can design trusts to help ensure your wishes are carried out. Trusts help protect your assets while giving you the flexibility to control and specify how those assets are distributed during your lifetime and to future generations.
Our trust professionals will collaborate with you, your advisor, your legal team, as well as our in-house tax team, to design your trust as part of an integrated wealth management plan. Your wealth advisor and trust team should review your trusts periodically to help ensure they continue to reflect your wishes, life changes, and keep current with any tax and legal changes.
Putting trusts in place can give you peace of mind, because they are designed to ensure your wishes for your beneficiaries and goals for your assets will be met.
Estate Planning
Elements of a successful estate plan may include:
- Last will and testament
- Living trust
- Living will
- Power of attorney
- Parent contingency
Wills and Estate Planning
American wealth Advisers works with clients to ensure their Estate Plan covers taxes, investment strategies, legacy planning, and beneficiary designations. We review all the above elements to help clients feel secure in their legacy. As a Financial Fiduciary, we can help settle an estate and ease the burden of filing final tax returns plus processing the division of assets. Knowing your estate is planned for can be a great comfort to loved ones. Chatting with an advisor is often one of the first calls after a loved one passes.
We provide trustworthy counsel based on a personal approach to every detail of your estate plan.
Estate Settlement
We not only create estate plans, but we help clients fulfill their fiduciary duties as Trustees and Personal Representatives (Executors) in administering estate plans after the death of a loved one.
Most people who are coping with a loss are not sure how to begin the Estate Settlement Process, how to determine if a will is valid, or what is involved in trust administration. The process of transferring property can also be time consuming and full of complications, while determining how an estate is taxed also involves wading into the complex Internal Revenue Code.
You don’t have to handle these or other issues alone- and in fact you should not be handling them because you don’t want make mistakes to be made as the estate is settled. You can get assistance with everything you need after a death by getting help from American Wealth Advisers. Our CPAs have the extensive experience in all duties expected of a trust administrator, including:
- Investment of assets
- Management of assets
- Preparation of accountings
- Preparation of tax returns
- Distributions to beneficiaries
We offer sound advice to trustees to ensure accurate and complete compliance with all aspects of trust administration. If you have been named a trustee, we strongly recommend that you retain professional assistance from a trustworthy source.
