Estate
Help Provide Strategies
There are both legal and financial aspects of an estate plan. We help our clients assess their estate tax liability and provide strategies to help mitigate taxes, explore ways to leave a financial legacy, plan for charitable giving during life or after death, execute gifting strategies to loved ones, and more.
*Sirius Wealth Strategies and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
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Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
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