ESTATE DOCUMENT DESIGN

Guide the planning and delivery of your wealth to the ones you love.

Part of living confidently in the present is knowing that your wishes will be carried out in the future. We help to create estate plans that will protect and efficiently transfer your wealth while conveying your wishes for your loved ones and your own care.

Will your legacy unfold according to your wishes, and in a tax-efficient manner?

We can help with...

Wills
Trusts and Trust accounts
Power of attorney
Account beneficiaries
Joint accounts
Beneficiary accounts
Gifting assets

We refer our clients to a trusted group of CPAs and estate planning attorneys, and work with those professionals to help ensure that your legacy proceeds according to your wishes, and in an organized and tax-efficient manner.

Relationship. Creativity. Leadership.

We strive to be the best advisors in the world, for YOU. We can only do that by understanding your dreams, hopes and ambitions. If we know you better than anyone else, we can see solutions no one else can.

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Securities offered through Registered Representatives of Kestra Investment Services, LLC, member FINRA/SIPC. Investment Advisory Services offered through Investment Advisor Representatives of AA Financial Advisors, LLC. Kestra Investment Services, LLC is not affiliated with AA Financial Advisors, LLC or Antolino & Associates, Inc. Investor Disclosures. To Check Firm or Individual Backgrounds please go to FINRA's BrokerCheck.

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of AA Financial Advisors, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra Investment Services, LLC Compliance Department at (844) 553-7872.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. Kestra Investment Services, LLC makes no representation as to the completeness or accuracy of information provided at these web sites. Nor is Kestra Investment Services, LLC. liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.