Estate Planning
Protect your family from potential emotional and financial disaster by protecting your assets now. Make your wishes known with the power of a legally-binding living will prepared by ACI for effective distribution to your heirs.
Capital Gains Tax Preparation
The larger your estate, the more crucial it will be to obtain qualified legal expertise to guide you through the distribution of your assets. ACI Estate Planning knows proper legalities to minimize or avoid paying too much federal and capital gains taxes.
Charitable Gift Distribution
Your name will forever be a lasting legacy by incorporating a charitable donation with the distribution of your estate, also helping to minimize capital gains taxes, federal taxes and income taxes to your inheritance.
Probate Avoidance
Establishing trusts and assigning asset ownership helps you avoid probate expense, keeps your affairs private, and avoids the unnecessary loss of precious assets to court and administration fees.
Conservatorship
ACI Estate Planning will provide you and your family expert assistance to alleviate the burden of conservatorship. One of these aspects is to ensure that your estate is protected throughout the guardianship process, in the case of unneeded expenses or unclear instructions by the parents of a minor child. All too often, assets are improperly spent on probate. Keeping you and your family out of court and protecting your assets is one of the most rewarding services offered by ACI.
Trust Administration
Take advantage of ACI’s expert knowledge and experience to alleviate the overwhelming dilemma of managing and administering your trust assets. We will guide you through the process for a stress-free experience.
Business Succession Planning
Passing on your family owned businesses to the next generation is perhaps something you have dreamed about since the first day of business. However, often improper planning can do more harm than good without ACI Estate Planners to guide you through the process. A lot is at stake in maintaining both personal and business relationships with regards to your business. Trust us to make the succession to your heirs move as smoothly as possible.
Advanced Estate Planning Techniques
We will review and prepare your Estate Preservation Program, providing you with a multitude of services including: trust amendments, deed transfers, estate settlement services, financial planning and much more. ACI Estate Planning is a full-service, caring company with a sharp knowledge of the law, meaning we always have the best interest of our clients at the forefront of our commitment to excellence.
