Tax Preparation /
Trust & Will Services

At AdvisersTrust Wealth Management, we understand the importance of comprehensive financial planning, which includes expert guidance on your taxes, and your legacy.  We partner with trusted, licensed professionals – such as CPAs, Enrolled Agents, and Legal Experts – to deliver specialized support that’s perfectly tailored to your needs. 

Taxes

Navigate tax season can be complex, but you don’t have to do it alone.  We refer all tax preparation needs to CPAs and Enrolled Agents.  Our trusted network of professionals handles everything from individual returns to business taxes, ensuring compliance with the latest IRS regulations.

Smart tax planning isn’t just about reducing this year’s bill – it’s about building tax-efficient wealth for the rest of your life. We can design strategies that aim to minimize lifetime taxes, helping you build long-term meaningful wealth.

Our Approach – Moving You Forward

  • Tax-loss harvesting: Monitor taxable accounts, harvest losses to offset gains and up to $3,000 of income and reinvest to keep your strategy on track. 
  • Retirement savings: Advise how much to put into IRA, Roth IRA, 401(k), or SEP IRA each year to balance today’s tax bill with future tax-free or tax-deferred growth.

Advanced tax moves

  • Roth conversions: Plan and sequence conversions to make the most of your tax brackets and improve lifetime after-tax income. 
  • 529-to-Roth reviews: Analyze 529 age, beneficiary history, and contributions to see if unused education money can be shifted to Roth IRA under current rules.

Legacy and protection

  • Charitable strategies: Structure and time charitable gifts and donor-advised fund contributions around your tax picture and legacy goals 
  • Life insurance fit: Evaluate how permanent life insurance supports tax-advantaged wealth transfer and estate liquidity within your overall plan. 
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Plan Your Legacy with Confidence: Estate Planning, Wills, & Trusts

Estate planning isn’t just for the ultra-wealthy, it’s for anyone who wants their wishes honored, their assets protected, and their loved ones cared for. From young families to retirees, a solid plan ensures your legacy reflects your values without unnecessary costs or stress
Since 2017, we’ve helped our clients establish Estate Plans through vetted partners that provide all the necessary legal documents required to open Living Trusts, Wills, Financial Powers of Attorneys, and Healthcare Powers of Attorney at reasonable costs. Through vetted partners, that work with attorneys nationwide, we’ve provided our clients with the necessary legal documents needed to open Living Trust & Last Will & Testaments. We handle the coordination, making the process painless, while our partners ensure everything is legally sound and up to date.

Why It Matters
  • Control Your Legacy: Decide who gets what, when, and how—without leaving it to chance or costly probate courts.
  • Protect Your Family: Name guardians for minors, plan for special needs, or provide for future generations.
  • Save Time & Money: Avoid probate delays and legal fees with a well-crafted plan.
Protecting Your Legacy – 
  • Last Will and Testament: Directs how your assets are distributed and names guardians for minor children.
  • Revocable Living Trust: Avoids probate, maintains privacy, and controls how/when assets are shared.
  • Durable Power of Attorney: Appoints someone to manage finances if you’re incapacitated.
  • Healthcare Proxy/Advance Directive: Ensures your medical wishes are followed and designates a trusted decision-maker.
  • Beneficiary Designations: Keeps retirement accounts, life insurance, and other assets aligned with your plan.
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Don’t let complexity or cost hold you back. Whether you’re drafting your first will, setting up a trust, or optimizing taxes on a multimillion-dollar IRA, we’re here to make it simple, affordable, and effective.