Estate Planning Made Simple & Secure
At ASLG, we partner with your financial advisor to protect what matters most.
Whether you're starting your estate plan from scratch or refining an existing one, we’re here to simplify the process and bring peace of mind. We work collaboratively with financial advisors to ensure your estate plan is truly tailored to your situation, providing practical, accessible guidance for your unique needs.
If You Don’t Have an Estate Plan…
We can help. We know that every family and financial situation is unique, which is why we work alongside your financial advisor to build a comprehensive estate plan that meets your goals. From protecting assets to ensuring your wishes are followed, we provide clarity and expertise.
If You Already Have an Estate Plan…
Does your plan cover everything? We often find that pre-existing estate plans may not fully address all types of assets, particularly retirement accounts. For example, without an advanced planning technique called a Standalone Retirement Trust, retirement assets passed to beneficiaries may lose vital protections against creditors, litigation, or bankruptcy. We pride ourselves in our ability to tweak your existing estate plan to meet your estate planning needs.
Why ASLG?
- Clear, Straightforward Guidance
Unlike many estate planning firms, we prioritize simplicity and clarity. Estate planning doesn’t have to be complicated or costly, and we believe in providing you with the most efficient solutions possible. - Tailored Solutions
We recommend estate planning tools that fit your needs, ensuring you aren’t overwhelmed with unnecessary complexities.
Let ASLG and your financial advisor bring you the peace of mind that comes with knowing your legacy is in good hands.