Estate Planning
Helping You Protect What Matters Most
Estate planning isn’t just for the wealthy; it’s for anyone who wants to protect their family, business, and future. Alegria Asset Management helps you create a plan that ensures your wishes are honored, and the people and causes you care about are taken care of.
What Does Estate Planning Include?
We offer a full range of estate planning services tailored to your personal and business needs.
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Wills and Trusts
Ensuring your assets are distributed according to your wishes and help your heirs avoid unnecessary probate.
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Power of Attorney
Designating someone you trust to make financial and healthcare decisions on your behalf if you’re unable to do so.
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Business Succession Planning
Helping you create a clear plan for leadership transitions and ownership transfers.
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Charitable Giving Strategies
Maximizing the impact of your charitable contributions through tax-efficient giving.
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Tax Planning
Reducing estate taxes and protect more of your wealth for future generations.
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Guardianship Designations
Make sure your minor children or dependents are cared for by the people you choose.
Start Building Your Estate Plan Today
Estate planning doesn’t have to be overwhelming. We’re here to guide you through the process, making sure your legacy is secure and your loved ones are protected.