Protect your legacy and ensure smooth wealth transfer to future generations
Your wealth represents years of hard work and sacrifice. Estate planning ensures that wealth transfers smoothly to your loved ones, minimizing taxes and legal complications, and that your wishes are honored exactly as you intend.
Altmera's estate planning goes beyond simple will creation. We coordinate legal structures, insurance, and tax strategies to maximize what your family receives while minimizing state taxes and administrative burden.
Comprehensive wills and trusts that clearly document your wishes, minimize taxes, and ensure your assets transfer as intended.
Strategic planning for business succession, ownership transfer, and management continuity if you own a business.
Coordination of beneficiary designations across all accounts—ensuring consistency and alignment with your overall plan.
Strategic use of life insurance to cover estate taxes, provide liquidity, and ensure your family's security.
Strategies to protect family assets from litigation, creditors, and other threats while preserving tax benefits.
We work with your executor or trustee to ensure smooth implementation of your estate plan after your passing.
We understand your family structure, relationships, values, and any special considerations that should shape your estate plan.
We compile a complete list of your assets—real estate, investments, business interests, personal property—and their values.
We analyze potential estate taxes and identify strategies to minimize them while achieving your goals.
Working with legal counsel, we prepare wills, trusts, powers of attorney, and other documents implementing your wishes.
We ensure all documents are properly executed and all accounts and beneficiary designations are coordinated with your plan.
We review your estate plan periodically and adjust for life changes, tax law changes, and updated circumstances.
Without proper planning, a significant portion of your estate may go to taxes rather than your family. We identify tax-efficient strategies.
Without a will, state laws determine how your assets are distributed—rarely in line with your wishes. We ensure your wishes are documented.
Unclear wishes can breed family disputes. Clear documentation prevents misunderstanding and litigation.
Business owners face unique challenges in transferring ownership and management. We coordinate legal and financial strategies.
Who will manage your property and investments after you're gone? We clarify roles and ensure continuity.
If you have minor children, your will should name guardians and establish trusts to manage their inheritance.