When is the last time your attorney sat down and really worked with your financial advisor? Better yet, when was the last time they even spoke?
At WealthTrust- Arizona, it happens every day.
The professionals at WealthTrust-Arizona have entered into a partnership with the attorneys at Colby & Thornes, PLLC* to ensure that:
- Assets are titled properly
- Estate documents reflect changes in the law, as well as your current wishes
- Assets are adequately protected against frivolous lawsuits
- The special needs of loved ones are accomodated and their future assets are protected at the appropriate time - regardless how complex your family situation, or theirs
- Estate and gift taxes are minimized to the extent possible
- Buy / sell agreements are appropriately drafted and reviewed
- Business Succession Planning is appropriately structured and in place
Through wise estate planning that integrates with the management of your portfolio, our goal is for you to transfer the maximum assets possible to your beneficiaries in the manner you choose, while fully complying with federal and state tax laws. Our estate planning professionals will study your situation to develop a strategy that is best for you and your family.
*Colby & Thornes are responsible for any and all legal services for clients of WealthTrust-Arizona. The professionals at WealthTrust-Arizona are not legal experts and cannot provide any legal advice or review legal documents.
