618.288.9505 info@carsonallaria.com

Estate Planning

We can help you protect and direct your assets according to your wishes.

Multi-Generational Planning

Estate Tax-Reduction Strategies

Account Ownership and Beneficiary Evaluation

Coordination with Qualified Estate Planning Specialists

Wills, Trusts, Powers of Attorney

Transfer/Payable on Death Document

Wealth Transfer Maximization Strategies

Precise Planning via Collaboration

In coordination with licensed attorneys, we will help facilitate the estate planning process to ensure that your wishes will be carried out should you become incapacitated or deceased. We will help you think through the many important estate planning considerations that you will face, will accompany you as you execute documents to name beneficiaries, trustees, agents, etc., and we will assist in the monitoring of your estate plan in future years.

Is your estate plan in good order? If not, we can help. Fill out the information in the form and we will contact you as soon as possible. 

Additional Estate Planning Resources

The Worst Mother’s Day Gift

Our mothers have such an important role in all our lives. They tirelessly care for us from infancy to adulthood, usually sacrificing the things they want to do or have for us. As we celebrate Mother’s Day this year, consider the following situations as things you don’t want to give your wife this Mother’s…

What Positive Financial Moves Can I Make in 2019?

A new year brings a fresh start and a sense of new opportunities. It’s a great time to set goals and make improvements in all areas of life. Financial goals are, of course, wonderful goals to focus on in any year. But, it can be difficult to know where…

Why Robots Are Bad Financial Advisors

In this age of rapidly advancing technology, more and more investors have opted for “DIY” financial planning and investment Management platforms. And, with the increasing capabilities of trading platforms, retirement calculators, and auto-

4 Things to NOT do After Receiving an Inheritance

Receiving an inheritance is likely unfamiliar territory for most individuals. In some cases, the amount of your inheritance can even be a big surprise. In any case, if you have recently received an inheritance, it’s probably an emotional time…

Q&A: Should Aging Parents & Adult Children Co-Own Assets?

Taking care of aging parents can be unfamiliar territory for anyone who is put to the task. However, it is something that many in their 50s and 60s are dealing with today. And, part of navigating that unfamiliar territory is trying to find a way to more easily…

No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.

Find Us

CarsonAllaria Wealth Management
2246 S. State Route 157, Suite 225
Glen Carbon, IL 62034

Serving Greater St. Louis

Contact Us

Phone Number: 618.288.9505
Fax Number: 618.288.9506
Email: info@carsonallaria.com

About CarsonAllaria Wealth Management

CarsonAllaria Wealth Management is an independent, Registered Investment Advisor (RIA), registered with the SEC. You can check out our firm and our advisors at adviserinfo.sec.gov.

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All material provided by CarsonAllaria Wealth Management (CAWM or firm) is for informational purposes only. By accessing or otherwise using this website, you agree to be bound by the terms and conditions set forth below.

Investing involves risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results and may have been impacted by events and economic conditions that will not prevail in the future. Therefore, it should not be assumed that future performance of any specific security, investment product or investment strategy referenced on the website, either directly or indirectly, will be profitable or equal to the corresponding indicated performance level(s).

No portion of the website shall be construed as a solicitation to buy or sell any specific security or investment product or to engage in any particular investment strategy. In addition, this website shall not constitute the provision of personalized investment, tax or legal advice, and investors shall not assume this website serves as a substitute for personalized individual advice. Information contained on this website may have been derived from third-party sources that CAWM believes to be reliable; however CAWM does not control such information and does not guarantee the accuracy or timeliness of such information and disclaims all liability for damages resulting from such sources. Links or references to third-party websites are provided as a convenience and do not constitute an endorsement by CAWM, and the Firm is not responsible for the content of any such websites.

Any reference to a market index is included for illustrative purposes only, as it is not possible to directly invest in an index. Indices are unmanaged, hypothetical vehicles that serve as market indicators and do not account for the deduction of management fees or transaction costs generally associated with investable products, which otherwise have the effect of reducing the performance of an actual investment portfolio.

*73% of financial advisors do not have a succession plan. Study conducted by the Financial Planning Association and Janus Henderson Investors. Statistic was cited in the CNBC.com article at https://www.cnbc.com/2019/04/29/a-majority-of-financial-advisors-lack-a-succession-plan.html

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