Estate Planning - Accurate Advisory Group

Estate Planning

Estate Planning

Estate Planning

Estate Planning

We will work closely with you to understand your long-term goals, asset transfer ambitions, and current planning. We can then create a strategy to achieve your objectives, minimize taxes, and establish efficient asset transfers to ensure your legacies are maintained across generations.

At Accurate Family Office, estate planning is much more than reviewing a will. A successful estate plan is shaped by goals and starts with examining your financial needs and assets in order to make decisions on how to provide for your heirs while minimizing transfer taxes with lifetime devices, including trusts and other entities as well as the transfer of property at death outside of a lengthy probate process. Conveying your wishes for health care is also part of the process. Once a plan is put in place, Accurate Family Office will review it periodically as goals evolve and tax laws change.


  • Document Family Goals
  • Diagnostic Review & Opportunity Identification
  • Modeling, Strategy & Coordinate Implementation
  • Coordinate Document Drafting with Legal Advisors
  • Estate Administration
  • Choice of Entity Analysis & Maintenance
  • Review Executor/Trustee Alternatives
  • Accurate Family Office Trust Services offers a full range of Profession Trust Services
  • Succession Planning
  • Asset Protection
  • Annual Gifting

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If you would like to learn more about Accurate Advisory Group or would like to schedule a complimentary, no-obligation consultation, please contact us today!


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© 2023 Accurate Advisory Group Inc. All Right Reserved.
© 2023 Accurate Advisory Group Inc. All Rights Reserved. Investment advisory services offered through Accurate Wealth Management LLC, an SEC Registered Investment Advisor. Registration does not imply any level of skill or training. Insurance services offered through Accurate Advisory Group Inc. Securities offered through AAG Capital, Inc. Member FINRA/SIPC. Information presented on this site is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Testimonials are from Accurate Advisory Group customers, and they were not compensated.

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