Estate & Trust Matters

May 21, 2023
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May 21, 2023
What is the best way to tell children about estate plans?
Discussing estate plans with children is a delicate matter that requires..
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March 9, 2023
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March 9, 2023
What are the 10 steps to creating an elder law estate plan?
Before doing anything formally - the most important thing you must consider is ..
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February 21, 2023
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February 21, 2023
How do Medicare Supplemental Needs Trusts Work?
Supplemental needs trusts (SNTS) are an important tool for individuals with disabilities...
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February 21, 2023
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February 21, 2023
How do Medicare Pooled Income Trusts Work?
It is important to note that the eligibility requirements for joining a pooled income trust may vary..
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Estate Plans Experts

We are a network of experienced FEE-ONLY financial advisers, CPAs and attorneys who help individuals, families and small business create and implement comprehensive estate planning solutions. 

Whether you are looking to create or update a will, establish a trust, plan for your health and/or protect your legacy or get a second opinion, we will help you.

Click here to ask a FREE question or visit 1800ADVISER.COM to learn more.  

→ ARE YOU THINKING ABOUT CREATING OR UPDATING A WILL?

Do you have the right beneficiaries? Assign an executor)? Guardians? Power of attorneys?  Provide for burial arrangements?  Our experienced team of advisers can help ensure your will considers your wishes and is properly drafted and executed. 

→ HAVE YOU REVIEWED YOUR ESTATE PLAN?

Outdated wills and estate documents may not reflect your current wishes. For example. in the midst of a divorce, there are conflicts of interests and complexities. It is important you work with an expert team who can help you in a neutral and unbiased manner.  

→ DO YOU LOVE PAYING TAXES?

Tax rates for estates are set to reach 55% in 2026.  Changes in federal estate tax law are always occurring. Work with our team to make sure your plan is up to date. 

The Best Estate Planning Network

For immediate access to our independent network of FEE-ONLY estate planning professionals, visit 1800ADVISER.COM. You can browse their biographies and select one or more to speak with. To learn more about the best estate planning network, watch our video, ask TheAdviser.com or visit 1800ADVISER.COM.  What are you waiting for?

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Compassionate, Independent & Objective
The Independent Adviser Corporation is a 100% Independent & 100% Objective Financial Advisory Firm. We do not charge commissions, underwrite corporate securities, nor do we sell any proprietary products.
Seamless & Stress-Free Estate Settlements
An investment professional who works for a firm like Fidelity or Merrill Lynch are generally incentivized to sell you Fidelity/Merrill investment products (e.g., ETFs or mutual funds). Because we do not sell our products, we can choose the best product that meets your need.
Top State & Federal Tax Experts
In simple terms, Fee-Only means no commissions which we view as a conflict of interest. For instance, sometimes doing nothing is the best strategy for the client but commissioned brokers rarely provide that advice because they won't earn a fee.

Our Estate Planning Services

Create A New Will 

No matter what firm -- Fidelity, Nationwide, Vanguard or other, we will review your plan and help you optimize an investment strategy.  

Estate Tax Planning

If you need help reviewing and selecting investments, we will review your 401(k) plan and help you. The right investment can make a huge difference.  

Executor Services

At minimum, you should have an independent adviser review your investment strategy. Let's agree on what works best for you.

Health Care Directives

Changing jobs or retiring? We will review your situation with you and help you determine whether or not an IRA rollover is right for you.

Trust Oversight 

A ROTH IRA or ROTH 401k contributions can provide you significant tax savings if your plan allows it. Let us help you.

Second Opinions

Ready to start withdrawing? Don't make a mistake. When you work with us, we will share our views on what is the best thing to do.

Do you need help with a will or estate plan?

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