Estate Planning

Estate planning is simply determining (while you’re still alive) where your assets should go after you die. Without a properly structured estate plan, your wishes may not be fulfilled, and your loved ones could be hurt both emotionally and financially. We have a relational affiliation with Alliance Trust Company based in Reno, Nevada to help clients improve their asset protection and expand their legacy via Dynasty Trusts. Clients do not need to live in Nevada to receive the preeminent advantageous of Nevada domiciled trusts, using the trustee oversight of Alliance Trust Company.

While the concept is simple, the vehicles, planning and implementation process can be rather complex. Because of the constantly changing estate tax laws and emerging vehicles to help you protect and transfer your assets effectively, it’s important to work with experienced estate planning professionals who stay current in this field and advise clients on a day-to-day basis.