Estate Planning Services

Allmon, DiBernardo & Associates safeguards your legacy through strategic estate planning.

Ensure a Better Future for Those Who Matter Most With Sophisticated Estate Tax Planning Strategies

What kind of legacy do you want to leave behind for your family? Timely estate planning with Allmon, DiBernardo & Associates ensures your heirs can inherit your wealth without paying a single dollar in estate taxes. Our purposeful estate planning services create a lasting impact, providing a comfortable lifestyle for future generations while preserving the wealth you’ve worked hard to accumulate. We develop bespoke family estate planning solutions that align with your long-term goals, rewarding your success and securing your family’s financial future tax-free.

Why Proactive Estate Planning Is So Beneficial

Allmon DiBernardo’s forward-thinking and proactive estate planning offers multiple long-term benefits, including:

Asset and Beneficiary Designation Control

We empower you to decide how and when your family members and oved ones receive their inheritance, protecting heirs from financial mismanagement.

Wealth Transfer Without Tax Impact

Your assets are passed to heirs with minimal to no tax exposure, preserving your wealth from unnecessary legal fees or estate taxes.

Legacy Preservation

Ensure your wealth continues to benefit future generations of family members, allowing your success to provide lasting security in accordance with your wishes.

Plan Today to Secure Your Loved Ones Tomorrow

With a personalized estate tax planning strategy, you can ensure your loved ones are financially secure long beyond your time with them. Schedule an initial consultation with Allmon DiBernardo today as the first step in bettering your heirs’ future.

Prepare My Estate

Develop an Advanced Estate Planning Strategy for Complex Assets

When your estate includes more than simple investments and retirement accounts, such as real estate portfolios or alternative assets, it’s crucial to have a deliberate plan in place. The Allmon DiBernardo team specializes in crafting customized estate plans that address complex holdings. By leveraging advanced arrangements, we transfer these valuable assets efficiently to your heirs, ensuring long-term protection for your wealth across generations. Whether it’s real estate, business interests, or alternative investments, we’ll develop a plan that aligns with your goals.

Revocable and irrevocable trusts offer individualized solutions for managing complex assets and minimizing taxes. At Allmon DiBernardo, we utilize irrevocable trusts to shield assets from estate taxes, ensuring your wealth is transferred efficiently and tax-free to your heirs.

Philanthropy can reduce your taxable estate through charitable remainder trusts or foundations. Allmon DiBernardo helps you create personalized philanthropic giving plans that align with your values. These plans allow you to support causes while maximizing tax benefits and preserving wealth.

With lifetime gifting, you can transfer portions of your estate tax-free while still alive. Allmon DiBernardo’s customized gifting strategies help reduce the taxable value of your estate, ensuring more wealth is passed to your loved ones without unnecessary taxes.

Generation-skipping trusts allow wealth to bypass children and go directly to grandchildren, avoiding additional estate taxes. Allmon DiBernardo develops tailored strategies to ensure you maximize the wealth transferred to future generations, safeguarding your legacy.

Placing life insurance policies in irrevocable trusts removes proceeds from your taxable estate. Allmon DiBernardo designs personalized life insurance trust frameworks to ensure your heirs receive the total value of your policy, free from estate taxes.

Frequently Asked Questions About Estate Planning

The earlier you start, the more options and sophisticated strategies the Allman DiBernardo team can proactively implement to eliminate estate taxes entirely. Early planning ensures you and your family maximize wealth transfer and avoid unnecessary legal or tax burdens.

Allmon DiBernardo creates clear, legally sound estate plans that leave no room for misinterpretation. Our comprehensive planning reduces potential conflicts by ensuring your wishes are clearly documented and followed.

Yes, we regularly review and update estate plans to reflect changes in your financial situation, family circumstances, or changes in tax laws, ensuring your plan always aligns with your goals.

In addition to estate planning, Almon DiBernardo offers individuals and families several tax planning solutions, including capital gains tax planning and exit planning. Capital gains tax planning reduces taxes on asset sales, while exit planning ensures a smooth transition for business owners. Together, these services help maximize the wealth you leave to your loved ones, ensuring their financial stability.

Let’s Discuss Your Estate Planning Needs and Wishes

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