Estate Planning

Our best Plan is the Plan that works best for you.

Well-crafted estate plans and integrated retirement plans can help to ensure your peace of mind later in life, as well as the transfer of your personal and business assets to your heirs in an orderly and tax efficient manner, according to your wishes, and with fewer opportunities for complication and delay.  Estate planning and retirement vehicles should not only be structured with consideration for your long-term financial stability and wealth transfer objectives, but should also be continuously monitored to determine if they are achieving their intended goals.

A.V. Arias & Co. can assist you with developing and executing personalized financial plans designed to achieve your desired objectives and ensure the transfer of your assets to your heirs takes place in the most tax efficient, cost-effective manner.  We partner with you and your team of advisers to create fully-integrated estate and retirement plans that consider the tax implications and intricacies of your particular circumstances, and can then assist your attorneys and other advisers with the preparation of the required documents and legal agreements.

An integrated approach to retirement and estate planning can achieve a greater likelihood of successful wealth transfer and minimization of tax impact.  Clients who embrace this approach can hope to realize their financial goals early enough in their lifetimes to prevent reliance on transfers at death at significantly more cost in tax.  Success in reaching retirement and estate planning goals can free clients up to enjoy their wealth, to pursue philanthropic goals earlier in life, or to leave a larger charitable legacy at death.

In addition to estate planning, A.V. Arias & Co. provides trust accounting services that include preparation of the trust’s financial statements and annual trust tax returns, and elections required by the Internal Revenue Service.

A.V. Arias & Co. - Periodic Table of Estate Planning Elements

A.V. Arias & Co. Estate Planning services include:

  • Advising on the use of Trusts
  • Last Will & Testament planning
  • Estate freezes
  • Corporate reorganizations
  • Teaming with attorneys and other advisers
  • Preparing all required tax returns [before and after death]
  • Assisting with other Estate administration matters