Anyone who owns assets has an estate, and most people underestimate the size of their estate. While you may not need complicated tax planning, you do need to ensure that your current and future assets are distributed to your beneficiaries with maximum ease and minimum cost. Remember, if you haven’t prepared your own estate plan then your state will determine one for you in accordance with state law. One that you and your beneficiaries might not like.
The primary focus of estate planning is determining individual and family goals then developing integrated strategies to help accomplish these goals with an overall financial framework. Quality of life issues are as important as financial issues. Although estate planning is thought of in terms of the deaths of older adults, many issues apply equally to children and young adults.
Alterra Wealth Management900 Rutter Avenue
Forty Fort, PA 18704
PH (570) 714-9050
FX (570) 714-9051