Estate Planning

A well-crafted estate plan helps to ensure 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.

A.V. Arias & Co. can help you map out a written estate plan designed to achieve your desired objectives and ensure the transfer of your assets to your heirs takes place in the most tax efficient manner.  We partner with you and your team of advisers to develop an estate tax plan that considers the tax implications and intricacies of your particular circumstances, and we are then able to assist your attorneys and other advisers with the preparation of the required legal trust agreements.

In addition to tax planning, we provide trust accounting services that include the preparation of the trust’s financial statements and the annual trust tax returns and elections required by the Internal Revenue Service.

Our 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

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

 

photo2A.V. Arias & Company can provide a comprehensive investment plan for passing on your wealth in the most effective way possible. Services we offer include the creation of wills, pour over wills, estate transfers and living wills. Our estate planning service is tailored to your needs so you can evaluate the full tax and legal considerations in advance of any action. We can help plan your will, trust, or handle your probate matters to avoid high taxes the probate process can create. There are many legal ways to shelter your assets, and protect them both from loss and taxation. Our experts will guide you through. Remember, neither you, nor your loved ones will have control over your assets if you die suddenly, without a plan already in place.