Estate Planners
Estate planning is more than just drafting documents—it’s about ensuring your wishes are carried out while protecting your assets for future generations. Whether you want to provide for minor children, support loved ones with disabilities, or contribute to charitable causes, American Wealth Advisers can help design trusts that align with your goals.
Trusts offer flexibility and control, allowing you to specify how your assets are distributed both during your lifetime and beyond. Our trust professionals work collaboratively with you, your financial advisor, legal team, and our in-house tax experts to integrate your trust into a comprehensive wealth management strategy. Periodic reviews ensure your trust remains up-to-date, reflecting life changes and evolving tax laws.
Putting a trust in place provides peace of mind, ensuring that your financial legacy is secured and your beneficiaries are protected.
Estate Planning
Elements of a successful estate plan may include:
- Last will and testament
- Living trust
- Living will
- Power of attorney
- Parent contingency
Wills and Estate Planning
At American Wealth Advisers, we take a holistic approach to estate planning, addressing taxes, investment strategies, legacy planning, and beneficiary designations. Our team carefully reviews each element of your estate plan to provide confidence and security in the legacy you leave behind.
As fiduciary professionals, we assist in settling estates, managing final tax filings, and ensuring a smooth distribution of assets. Losing a loved one is difficult, and knowing that an estate plan is in place can relieve unnecessary stress for family members. Many families turn to their financial advisor as one of their first calls after a loss—our team is here to provide trustworthy guidance every step of the way.
Estate Settlement
In addition to estate planning, we assist clients in fulfilling their fiduciary duties as Trustees and Personal Representatives (Executors), helping to administer estates after the passing of a loved one.
The estate settlement process can be complex, involving validation of wills, trust administration, and the legal transfer of property. Determining how an estate is taxed requires navigating the intricate Internal Revenue Code, and errors can lead to unnecessary financial and legal challenges. You don’t have to go through this alone—and you shouldn’t have to.
At American Wealth Advisers, our team of Certified Public Accountants (CPAs) provides expert assistance in every aspect of estate administration, including:
- Investment management of estate assets
- Ongoing financial oversight to protect estate value
- Preparation of estate accountings for transparency and compliance
- Tax return preparation to meet federal and state requirements
- Distribution to beneficiaries in accordance with estate documents
We provide trusted counsel to trustees, ensuring that all aspects of trust administration are handled with precision and care. If you’ve been named as a trustee, we highly recommend seeking professional guidance to avoid costly mistakes and ensure a smooth estate administration process.
