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Protect and Leave Your Legacy

Whether it's accumulated wealth, property, treasured possessions, or digital assets, an estate plan ensures your wishes are legally documented and clearly carried out.


What is Estate Planning?

Estate planning is the orderly transition of your legacy to loved ones during your life or after your passing. Your legacy can include money, property, belongings, heirlooms, capital, or other valued resources. 


Strategies for Estate Planning


Last Will and Testament

Last Will and Testament

A will documents your wishes regarding how your financial, physical, and digital assets are distributed. If you die without a will, you risk having these wishes decided by others. 

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Living Will and Health Proxy

Living Will and Health Proxy

This document is a type of advanced directive. A living will explicitly states your treatment wishes for end-of-life medical care. Requirements vary by state.


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Durable Power of Attorney

Durable Power of Attorney

This authorizes someone to act on your behalf. "Durable" powers of attorney include medical care and financial matters should you become mentally incapacitated.

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Gifting and Trusts

Gifting and Trusts

Gifting and trust planning, including Credit Shelter Trusts and the Unlimited Marital Deduction can minimize estate taxation and further protect your loved ones and legacy.


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How Does Estate Planning Impact You and Your Family?

How Does Estate Planning Impact You and Your Family?

If you have minor children, you will want to ensure they are well cared for after your death. This goes beyond financial security; you will want their guardian to adhere to your parenting philosophy and to pass on your values and beliefs. These intangibles are also part of your legacy.

Your estate plan can specify the inheritance process, namely how much your heirs should receive, when, and how.

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Why International Planning Alliance?

Our exceptional team of financial professionals can identify gaps in your legacy and help you craft an estate plan that leaves you and your loved ones optimally protected. 

Additional Estate Planning Resources 

Take a moment to gain more insight into estate and legacy planning through our content. 

Steps to Valuing an Estate

Steps to Valuing an Estate

Determining the value of an estate is a fundamental first step in estate management and a critical requirement for settling a decedent’s estate.

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Have You Done the Legal Planning?

Have You Done the Legal Planning?

In this blog article, learn how to empower yourself and those you love by executing your estate planning documents and talking to them about it. 

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Considering a Living Trust Primer

Considering a Living Trust Primer

A living trust is a popular consideration in many estate strategy conversations, but its appropriateness will depend upon your individual needs and objectives.

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Have a Question Regarding Estate Planning? Ask! An IPA financial professional will reach out shortly.

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