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Estate Planning Strategies

Let our experienced team help you plan for your future

Our team works with your attorneys and tax advisors to help you support your estate planning strategy.
 
Akers Wealth Management Group coordinates with your attorney and tax advisor to discuss and assess various tax mitigation strategies to help ensure the solution put in place is the right strategy for your situation. We may also draw upon the resources of Wells Fargo Specialists to provide you with an independent perspective on various actions you may be considering.

Our team is experienced with executing strategies with estate planning instruments, including:

  • Revocable Trusts
  • Irrevocable Trusts
  • Grantor Retained Annuity Trusts (GRAT)
  • Irrevocable Life Insurance Trusts (ILIT)
  • Charitable Remainder Annuity Trust (CRAT) among other charitable trusts
  • Donor Advised Funds
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We coordinate our efforts with your other professional advisors to assess your unique situation and implement tax-sensitive wealth preservation strategies. It is vital to remember that your estate planning strategy is most effective when it is amended over time to reflect changes in your life.

Contact us to talk to one of our experienced Advisors about your wealth protection needs.

Trust Services are available through Wells Fargo Bank, N.A. and Wells Fargo Delaware Trust Company, N.A.. Wells Fargo Advisors does not provide legal or tax advice.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, CA, CO, CT, DC, FL, GA, ID, IL, IN, MA, MD, MI, MN, MO, MS, NC, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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