Helping Preserve Your Legacy

FS Stapleton Alliance can assist you by making sure your estate is bequeathed to those you designate.

A transition with no surprises

FS Stapleton Alliance understands that effective wealth transfer is a vital component of every comprehensive investment plan. Having worked hard to create and protect your wealth, you want to be certain that your beneficiaries receive their inheritance so you create a lasting legacy.

We can provide you with effective estate planning strategies to handle every contingency, including estate distribution in accordance with your wishes and values, charitable donations and relevant tax issues. In particular, successfully navigating inheritance laws to minimize the legal tax burden can be a daunting task. We'll work to ensure no assets need be sold to satisfy any tax liability.

We can also provide various risk management solutions for different scenarios, including disability, long-term care, life insurance, and revocable and irrevocable trusts. At FS Stapleton Alliance, we treat you like part of our family, taking the time to discuss the legacy issues that are most important to you.