AlphaPlus Wealth Management works with the client to create a basic estate plan that guide your loved ones and safeguard your legacy, allowing your wealth to have a direct and lasting impact.

Here are few steps with help you with:

Guide your Estate Planning Goals

    Do you want to preserve your assets to provide to your heir, reduce estate taxes implications, make bequests to charities, or set up a trust for a special needs?

A donor-advised funds

Consider a donor-advised fund where you can deposit assets for donation to charity over time. The donor gets a tax deduction for making contributions to the donor-advised fund.

Use digital estate planning tools

Save Time and Money. We can help you digitize your important documents, accessible only to your trusted advisors in a clear and concise format.

 Gather Estate Planning Financial Information

About your assets, investments, real property, businesses, valuable personal property and anything else you would like to distribute upon your death. Creating a professional financial plan is the best way to gather information and prepare for your meeting with an estate planning professional.