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 – 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.

A long history of providing honest, compassionate, and informative service. Read what our clients are saying.

"I don't know what you can do to improve. For us, Smith Anglin has been wonderful. Best of all is our rapport with our advisor. My wife and I feel comfortable bringing anything to his attention and though we’ve never met him face-to-face, we think of him as not only an advisor but a personal friend. Everyone else we’ve had contact with at Smith Anglin has also been wonderful."

Tim T.
Retired Pilot
Client since 2019

"Personal service from my advisor is GREAT! I'm VERY happy with our experience and have nothing I would change."

Jeff E.
Active Pilot
Client since 2019

"The quality, experience, character and integrity of the Smith Anglin team is outstanding. I have every confidence in their ability to manage my portfolio and anytime I have a question or concern I can always reach them in a moment’s notice."

Ben S.
Active Pilot
Client since 2015

"My advisor is always available to answer my questions and keeps me in the loop on our retirement goals. Never any pressure to take on more than what we’re comfortable with. I truly feel our advisor has our best interests/goals in mind and I feel very confident and comfortable with his financial expertise and recommendations."

Mark C.
Active Pilot
Client since 2018

"I value the personal care of an expert watching my financial investments while I am overseas at work and unable to notice and react to market volatility."

Tom M.
Retired Pilot
Client since 2013

All testimonials are provided by current clients of Smith Anglin Financial. Clients were not compensated for testimonials, direct or otherwise. To our knowledge, no other conflicts of interest exist regarding these testimonials. For more information, click this link