Alpha1 Tax & Wealth – Legacy Planning
Protecting Your Family by Working Better Together.

Alpha 1 Tax & Wealth will help you plan for wealth transfer with the goal of making it successful and hassle-free. Developing a tax-efficient wealth transfer strategy is all too often an afterthought for those planning for retirement. This decision can impact generations to come – it’s time you put the best possible plan in place.

It’s important to consider:

  • The impact your legacy will have

  • If your loved ones are informed about your final wishes

  • If your assets will avoid probate at your passing

  • If your heirs will receive benefits in the most tax-efficient manner

We work with Estate Planning Attorneys and in-house CPAs to make sure everybody is on the same page with respect to your legacy. We look at helping you do things in the most tax efficient manner, explore financial solutions that match your risk tolerance, along with helping to ensure your estate transfers with minimum taxation.

We’ll give you tips that can help you develop a plan that makes you and your family proud. You’ve worked your entire life to support your family and deserve the peace of mind that a comprehensive legacy plan can provide you and your loved ones.

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ALPHA 1’s USEFUL FINANCIAL GUIDES

Get our complimentary guides! Part of working better together, is to educate you on top financial information to help you assess your current investment and retirement strategies. We hope you find these retirement and financial insight guides helpful. We’re here to answer your questions and help build a fully integrated retirement plan.

 

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