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Estate Planning

At Fortress Financial Strategies, we understand how important it is to have a comprehensive estate plan in place that will provide for your loved ones and protect your hard-earned assets. Estate planning is the process of planning for the transfer of your estate in a way that best meets your financial, tax, and personal objectives.

It involves analyzing your current financial situation, goal setting, and implementing the necessary steps to help ensure your assets are distributed as you intend.  By working with our team of experienced estate planning professionals, you can have confidence knowing that your estate plan is tailored to meet your individual needs.

With our proven strategies and personalized approach, you can feel confident that your loved ones have the resources they need to live a secure and prosperous life. For those in the Arizona area, contact us today to learn more about how we can create a plan that will help secure your future.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither First Allied nor any of its representatives may give legal or tax advice.

Areas of Estate Planning

Creating a Trust

Executor and Trustee Selection

Titling and Beneficiary Designations

Distribution of Estate

Estate Tax

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Things to Consider


Your Loved One's Needs 

Establish Directives

Review Beneficiaries

Have Professional Help

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