Estate Planning & Trusts

LEGACY PLANNING

Estate Planning That Protects Your Family and Your Intentions

Estate planning is about more than documents. It’s about making sure your assets go where you intend, your family avoids unnecessary stress, and your legacy is carried forward clearly. AASI Financial Services helps coordinate estate planning with your broader financial and tax strategy, working alongside qualified estate attorneys to ensure every piece fits together.

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CORE ELEMENTS

What a Complete Estate Plan Typically Includes

Every situation is different, but most estate plans involve several key components that must work together.

Revocable Living Trusts

Designed to help avoid probate in California and provide clear instructions for asset distribution. We help prepare and coordinate trust creation with legal partners so the process stays efficient and cost-conscious.

Wills

A will serves as a safety net for assets outside a trust. We help ensure it aligns with your overall financial plan and beneficiary intentions.

Powers of Attorney & Healthcare Directive

These documents allow trusted individuals to act on your behalf if needed. While drafted by attorneys, we help ensure they’re addressed as part of a complete plan.

Beneficiary Reviews

Retirement accounts and insurance policies pass by beneficiary designation. We review these to confirm they align with your estate plan and don’t unintentionally override it.

Estate Tax Considerations

For larger estates, tax exposure matters. Our tax planning background helps identify strategies—such as gifting or insurance planning—that can help reduce future tax burdens.

Estate Planning Questions We Hear Most Often

  • Do I need an attorney to create a trust?

    Yes, trusts and legal documents are drafted by licensed estate attorneys. AASI Financial Services coordinates the planning, preparation, and strategy, then works with trusted legal partners to finalize documents efficiently and correctly.

  • How is this different from going directly to a law firm?

    Traditional law firms focus on documents alone. Our approach integrates estate planning with your finances, taxes, insurance, and business interests. By handling the preparation and coordination, we often reduce overall legal costs while improving clarity.

  • Can you help if I already have a will or trust?

    Absolutely. Many clients come to us with existing documents that no longer reflect their current wishes, assets, or tax situation. We review what you have and help identify gaps, conflicts, or opportunities for improvement.

  • Do you help with estate planning for business owners?

    Yes. Business ownership adds complexity to estate planning. We help coordinate ownership transitions, succession considerations, and tax planning so your business interests are handled according to your wishes.