Estate Planning

No one likes to think about passing away, but having peace of mind knowing that your loved ones will be cared for in your absence is worth planning for.

Protect and Provide for Your Loved Ones with Avalon Wealth

At Avalon Wealth, we can help ensure your assets are passed down according to your wishes. From working with you and your attorney to facilitate trusts for your children, to helping gift assets to charity, our advisors have extensive experience helping people like you plan for the future.

When you work with our financial advisors, you can count on comprehensive estate planning with individualized service.

Our advisors begin the estate planning process by gaining a thorough understanding of your family’s objectives. From there, we will work with you to develop detailed strategies for the transfer of wealth. No matter how complex your financial situation is, we can help you to develop a clear, complete estate plan.

If you have an existing plan, our advisors can review and summarize it for you. Next, we will work with you to identify areas that might need to be added, removed, or amended. If you don’t have an existing plan, we will assist with introducing an attorney to help draft these documents.

Legal assistance is a key part of any estate plan. Our advisors will work with qualified, trusted attorneys as needed to finalize the planning process and ensure a smooth transfer of assets. 

At your death, you want to make sure that your loved ones are provided for. Your estate planning advisor will help you update your beneficiaries and asset titling to ensure your desired estate plan is achieved.

During the estate planning process, our advisors will develop strategies to minimize the taxes associated with the transfer of your wealth.

If you’ve recently lost a loved one and received an inheritance, we can help you create a plan for your new assets. Our advisors will guide you through the implications of your inheritance and help you plan accordingly.

Caring for Your Legacy

When it comes to estate planning, we always keep your interests front and center. We’re proud to have a team of fiduciary advisors compensated through an annual flat fee instead of commissions, ensuring our advice is always unbiased. Our mission is to build enduring relationships, underpinned by trust and transparency.

Discover the Avalon Wealth Difference

At Avalon Wealth, we offer financial planning for every stage of life. Whether you’ve just sold your business, are planning to start a family, or are nearing retirement age, we can help you reach your financial goals.

If you want to learn more about investment planning or just want to see if we’re a good fit for you, contact us to schedule a complimentary meeting.