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Estate Planning

Our founder, Todd Hicks, spent years during his career devoted to helping high net worth clients with their estate planning needs. Because of this, Allegiance Retirement Solutions (ARS)has a key focus on looking for instances that can be helped with Estate Planning.

ARS helps their clients by understanding the opportunities that estate planning brings to individuals and families that we serve. We have created strategic relationships with tenured Estate Attorneys in the Atlanta area to help create the necessary legal documents when needed.

Whether your estate plan is needed to provide tax shelters, privacy or direction, we can give you recommendations on what would work for you and get you to the right legal professionals to make it happen.

Something as simple as having the wrong beneficiary could cost your heirs thousands of dollars in taxes. Let us help you with this very complex area of planning. With ARS there are no extra consulting fees to our clients.