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The Art of Estate Planning


A Masterpiece in the Making.

A Masterpiece in the Making.

We help you crystalize your wishes and assist in determining how to best ensure your desires are followed. Not only do we speak “estate planning” and “estate taxes” – we can help interpret these concepts for you.

The architect reviews every angle, considers are just the right materials, to design just the precise structure to meet your needs.  We assist you to construct your estate plan, often working with your estate attorney and accountant. Just like the architect’s blueprints, your estate plan should be designed and implemented to stand the test of time.


For a comprehensive review of your personal situation, always consult your legal advisor. Neither First Allied Securities, Inc. nor any of its representatives may give legal advice.

Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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Four Steps to Valuing an Estate

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
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Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?
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Is there a better time than now to review your estate plan?

Understanding Your Estate: Critical Elements of an Estate Strategy

Establishing an estate strategy is crucial, yet many wait too long to put their wishes in writing. Use this helpful guide to review your estate strategy and start conversations with your loved ones, financial professionals, and legal team.