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Estate Planning

At Align Wealth Management, many of our clients want to ensure their hard-earned wealth carries on to provide for their loved ones and those important causes that they want to support. We help you plan for your legacy so your wishes are realized. Align develops legacy planning strategies in the following areas:

  • Probate Avoidance
  • Managing the Division of Assets
  • Saving on Transfer Taxes to pass on more of your wealth
  • Gifting Strategies