Estates and Trusts

Ensuring your legacy is one of the most important aspects of your overall financial plan. Effective estate and trust planning facilitates the efficient transfer and distribution of your assets, and communicates your true values through the distribution process.

At Acorn Consulting, we can assist with estate planning to help ensure your legacy, as well as assist your personal representatives and trustees when acting in a fiduciary capacity on your behalf. Estate-tax laws are complex and ever changing, and how you manage your assets today will have a direct impact on your heirs. We can help you to:

  • Identify Trust strategies to protect your estate from unnecessary fees and taxes
  • Evaluate the need for ongoing care for elderly parents or special-needs children
  • Develop a plan to pass on your successful family business without burdening your heirs with potentially crippling tax liabilities
  • Assist executors with administrative duties such as identifying and recording all assets and liabilities, notifying creditors, organizing important documents, asset management and distribution
  • Identify appropriate resources to assist with executor's legal responsibilities.

Who We Serve
Acorn Consulting Services, Inc., A Registered Investment Adviser is independent of Royal Alliance Associates, Inc. a member of FINRA, SIPC.