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  2. Design of Estate Plan and Coordination with Legal and Tax Advisors

Design of Estate Plan and Coordination with Legal and Tax Advisors

We begin with a thorough consideration of your goals and your current planning efforts in order to explore potential inconsistencies and gaps between what you are trying to accomplish and what has been done up to this point. Depending on the complexity of the circumstances, we may opt for coordinating a family estate planning meeting to help improve communication, prevent conflicts and design a philosophy that reflects your values.

Working with your legal and tax advisors, we will conduct an in-depth analysis and create a blueprint that can help you address concern such as the creation and proper structuring of trusts and other investment vehicles, solutions for a life-time gifting plan, diversifying from a concentrated stock position, transitioning from business ownership to retirement, maximizing the transfer of assets to future generation, mitigating probate delays and minimizing the effect of estate taxes and other probate expenses, planning for cross-border interest and assets,  among others.
Once you have made your decision, your professional advisor team can implement the strategies that we have set forth and make sure that all documents are prepared in a clear and precise manner.

Financial Advisors do not provide specific tax or legal advice. This information should not be considered as specific tax or legal advice. You should consult your own tax or legal advisor regarding your own specific tax or legal situation

  • Design of Estate Plan
  • Facilitate Wealth Transfer
  • Charitable Giving Strategies
  • Family Governance

Financial Focus Group 
95 Christopher Columbus Drive, 
Floor 12A 
Jersey City, NJ 07302 

Phone 201.626.6688
Fax 201.626.6689
info@financialfocusgroup.net
     

Certain individuals associated with Financial Focus Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc ("Securian"), a registered broker-dealer and investment advisor, member FINRA / SIPC. Individuals registered with Securian are authorize only to offer those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA'S Broker Check. For information about which individuals associated with Allied Wealth Partners are registered with Securian, as well as information about which securities and investment advisory security such individuals are authorized to offer on Securian's behalf , please contact Securian at 1-800-820-4205. Copyright 2013 Allied Wealth Partners, Securian Financial Network. All Rights Reserved. Allied Wealth Partners is independently owned and operated, and offers its own suite of products and services entirely independent of Securian. 2068017 DOFU 03/2018

  

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