Call Us Message Us

Trust And Estate Planning

1 Source Financial Solutions Inc is a renowned trust and estate planning firm that helps families and individuals arrange their assets and property for the future. Navigating the taxes and other aspects of transferring wealth requires extensive experience and education. With the help of our trust and estate planning specialists, you can have a personal plan that aligns with your goals and priorities, ensuring you’re never unprepared for the process of transferring your estate.

To work with experts who put your finances first, reach out to our team today. We’ll begin with a consultation where we can assess your needs and the best ways we can help. Contact us at (678) 720-2993.

Estate Planning Professionals

As you accrue wealth in your life, you want to ensure you have a plan in place to allow the smooth transfer of your wealth once you no longer need it. Estate planning is a fluid discipline requiring experience, knowledge, problem-solving, and compassion. The laws and regulations around estates are changing just as often as your priorities and wishes. When it comes to estate planning, you should always rely on a company that can balance all your needs with the current regulations regarding wealth transfers.

We’re a team of accounting professionals who take the disposal of your estate seriously. Our members are compassionate and responsive, with the expertise and credentials to ensure all your wishes are taken into consideration and put into action without missing a detail. When it comes to estates, we know that your goals are paramount. We can achieve all you’re looking for while ensuring the proper legal procedures and requirements are followed.

The Special Use of Trusts

When looking to pass on your wealth to an heir or dependent, trusts are an important tool to use. Trusts allow you to transfer the ownership of money and assets without giving up control, meaning the money will be used according to your wishes and be monitored by a trustee. When you want your assets to be protected from misuse, creditors, or outside influence, trusts are an important option.

Setting up a trust is a complicated procedure, with many things to consider. Trusts must be taxed, so you need expert guidance to ensure you’re meeting all the legal requirements while achieving your own wishes. We’ll always be sure to look after your trust according to your best interests.

Flexible Rates on Estate Planning

Planning an estate should be a stress-free endeavor where you can pass as much of your wealth onto your heirs and loved ones as possible. You don’t want to see your resources dwindle through the estate planning process. With us, you can always ensure your wealth is passed along without the predatory fees of a profiteering accounting firm. We always keep our rates competitive and streamlined, as we offer the best guidance and estate planning services available.

To learn about our rates for different estate planning packages, reach out to our team today.

Book a Trust and Estate Planning Consultation

1 Source Financial Solutions Inc is the area’s leading trust and estate planning expert, with the experience to help you ensure a legal and secure transferral of your wealth and assets. Start your journey toward peace of mind for the future with a financial consultation with our experts.

Call (678) 720-2993 to book an appointment.

Contact us now to get a free estimate
Captcha code Refresh Captcha