Estate & Trust Solutions

Protecting Your Legacy
It is never too soon to begin planning for the efficient transfer and distribution of your assets. Estate tax laws are complex, and how you manage your assets today will have a direct impact on your heirs. Some of our strategies include:
  • Designing trust strategies to protect your estate from unnecessary fees and taxes
  • Providing ongoing care for elderly parents or special-needs children
  • Designing trust strategies to pass appreciated assets or a successful family business without burdening your heirs with potentially crippling tax liabilities

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Securities and advisory services offered through Royal Alliance Associates, Inc., member FINRA/SIPC and a registered investment adviser. Insurance services offered by Troy Sattler and tax services offered through Sattler & Associates, LLP are independent of Royal Alliance Associates, Inc. Sattler Capital Management, LLC is not affiliated with Royal Alliance or registered as a broker-dealer or investment advisor.

Representative(s) may not be registered to offer securities and advisory services in all states.