Estate Structuring Assistance


Estate Structuring

The advisors at ACT Advisors can help you with the estate investment planning process and can work closely with you and your tax and legal advisors to implement an estate structuring strategy developed for your unique situation.

We help you answer questions like:

  • Is my trust properly funded?
  • What are the tax implications?
  • Am I too heavily invested in one area of the market?
  • Would my loved ones know what to do should something happen to me?

Estate Settlement Assistance

As the successor trustee or personal representative of an estate, you have an important, yet confusing and frustrating role.

ACT Advisors can help minimize the stress of this process by walking through each step with you, working in collaboration with your legal counsel and other advisors, to make it as seamless and efficient as possible.

We help you answer questions like:

  • How much is in the estate and where can I find it?
  • Where are the investments and are they being handled properly?
  • What bills and other estate expenses should I pay now?
  • How and when should the assets be distributed?
  • What are the tax implications?

An effective estate plan can help you to shape your legacy and transfer your wealth.