Attempting estate planning on your own can often lead to more questions than answers. The list of concerns can seem endless: taxes, probate, accurate appraisals, health care, life insurance, retirement plans, and burial costs to name a few. Not knowing your legal and financial rights often ends up costing you more in the end. 

We can help.

Each estate planning situation is different. For us to best assist you, we want to know about you and your unique situation. We can offer discussion and recommendations to help simplify your planning. AKA will work with you and your other advisors through the process to help answer questions and assess your alternatives.

Let us help you:

• Clearly define your estate planning goals
• Organize your estate planning team
• Evaluate and recommend estate planning options
• Organize your estate planning documents including wills, trusts, health care and power of attorney
• Advise on strategies to lessen taxes at time of death
• Develop a plan for conserving and managing your estate after death
• Amend your plan as needed

We can also assist with:

• Lifetime family wealth transfers
• Family partnerships and other business relationships
• Leaving money to charities
• Living wills and trusts
• Preparation for estate and trust tax issues