Estate planning

We are committed to our clients to help them keep together what they have taken a lifetime to put together.
Atlas Advisory Group advisors work in structuring our clients’ assets with a goal of minimizing tax liabilities and maximizing wealth transfer to future generations.

We review existing plans to ensure long-term objectives are being met efficiently in the time frame set.

Our team works with our clients’ attorneys and accountants to develop a plan of action and legal documentation that is in line with our client’s goals and values.

Our goal is to assure our clients that all prudent steps have been taken to reduce your tax liabilities and to maximize wealth transfer to future generations. If there are taxes that are due, we will share creative solutions to finance them in an efficient manner.