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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.