Estate Planning for You

Often our clients desire a financial legacy that continues into future generations. Estate planingAvalon understands the necessity for comprehensive, thoughtful planning. We engage with our clients to create an estate plan that meets their needs and reflects their values. We will work with an estate planning attorney and other advisors to help you maximize the impact of your estate while minimizing its potential tax burden. We do this by:

  • Knowing your family — We work to familiarize ourselves with our clients and the values they hold dear. By getting to know you personally we are able to better understand the hopes and dreams for your entire family. This knowledge allows us to make recommendations that are consistent with your vision and values.
  • Understanding your vision for giving — For many clients, charitable planning can be an important component of their income and estate tax planning.

Reflecting Your Values

Avalon is a fee only advisory firm which means the only compensation we receive is the client’s annual flat fee which includes all services provided by Avalon throughout the year.  You can be confident your interests are the only ones influencing our recommendations. Planning that brings you confidence in your future is our sole objective.