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Estate Planning

Be prepared for the unexpected. Our estate planning experts can help you transfer your wealth to your loved ones the way you desire.

Estate Planning

Secure the legacy you've built with Smith Anglin's Estate Planning Services. Our personalized approach ensures your wishes are preserved for generations. Explore our offerings:

Learn More

Estate Planning

Secure the legacy you've built with Smith Anglin's Estate Planning Services. Our personalized approach ensures your wishes are preserved for generations. Explore our offerings:

Learn More

Estate Planning – Service List

Gifting Strategies

  • Optimize the impact of your gifts while minimizing potential liabilities
  • Expert guidance on choosing tax-efficient structures for gifts
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Multi-generational wealth planning

  • Integrate planning across multi-generational families so that your legacy is secure for years to come
  • Work to ensure proper set up through beneficiaries, wills/trusts so your wishes are clear
  • Ability to work with family members for advice/guidance
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Wealth Transfer Coordination

  • Helping inheritors understand options with guidance
  • Work with executors/trustee so nothing is missed
  • Network of resource attorneys
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Titling of Assets

  • Expert guidance and support with seamless transition of assets
  • Reviewing and ensuring assets are properly setup
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beneficiary designation

  • Ongoing monitoring and adjustment of asset titling to adapt to changes in your financial situation or legal landscape, ensuring your assets are protected and aligned with your long-term objectives
  • Nuanced discussion of what a beneficiary might expect on tax or process at inheritance
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Assign Executors, Guardians, and Power Of Attorney Agents

  • Ability to contact and guide each on the expectation of their respective role
  • Work with our clients to find appropriate fits and solutions for their needs
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Ensure your legacy endures with our meticulous Estate Planning Services. Be prepared for the unexpected. Our estate planning experts can help you transfer your wealth to your loved ones the way you desire.

Contact us today to learn more

Fill out this form for a complimentary consultation and let the journey begin.

The Smith Anglin team will help you...

  • Evaluate your goals
  • Review your investment portfolio
  • Build and optimize a legacy plan
  • Live by design rather than default

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