Your capital accumulation and preservation strategy should not be considered complete without having the appropriate estate plan in place. Such plans ensure a smooth and expeditious transfer of wealth to your children and grandchildren, and help you manage your charitable gift initiatives. More specifically, First Allied Wealth Management believes that a well-defined estate plan will:

• Offer asset protection from creditors
• Determine control of assets in situations involving incapacitation
• Help avoid time-consuming and expensive court proceedings
• Enable controlled gifts to family members
• Facilitate charitable contributions to intended organizations