The Art of Estate Planning

Estate Planning is an important and everlasting gift you can give your family.

Suze Orman

Planning is bringing the future into the present so that you can do something about it now.

Alan Lakein

By failing to prepare, you are preparing to fail.

Benjamin Franklin

Only put off until tomorrow what you are willing to die having left undone.

Pablo Picasso

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

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

Learn More

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

Learn More

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

Learn More

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.