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Estate Planning

Estate Planning

It’s not always fun or comfortable to talk about estate planning. However, it’s essential if you’d like to ensure your wishes and values are upheld after you pass away. At Tallus Capital Advisors, we offer estate planning services with your family’s best interest in mind. We’ll work together to plan an exciting future for your loved ones’ futures. To begin, we’ll answer questions, such as:

  • What’s most important to you?
  • How do you hope to be remembered?
  • What organizations and causes do you wish to support after you pass?

What We Can Do For You

Our estate planning services will carefully design an estate plan that allows the timely and efficient transfer of your remaining assets to your beneficiaries and loved ones. You can count on us to:

  • Educate you on the importance of a will 
  • Help you choose executors, designate beneficiaries, and consider the needs of your dependents 
  • Support you with wealth and welfare considerations
  • Minimize the tax implications that come with estate planning
  • Ensure proper distribution of your estate

Interested in estate planning services?

Schedule a Free Call