Trusts


At Warren Averett Wealth Management, we offer a range of sophisticated investment solutions tailored specifically to your trust and estate planning needs. We get to know you and your family so that we can better understand your goals and can develop a comprehensive plan that fits your unique situation.

Click on the questions below to find out more.

Are you fully utilizing trusts to maximize personal and estate tax benefits to achieve your desired goals?

Investment Planning Solutions
Our wealth management professionals work with you to understand your personal and financial goals and can design an estate plan in line with those goals. Our advisors will identify opportunities to maximize benefits, while minimizing expenses and risks. We ensure your assets are owned properly and are set up with the appropriate trustees. We will also ensure that your assets are transitioned in the manner that you decide.

Are you aware how a Roth conversion could positively effective your estate plan?

Estate Planning Solutions
We have a team of wealth management experts who can offer estate planning solutions to help maximize the amount that will go to your heirs and minimize taxes and expenses. For example, our professionals can help you decide if a Roth conversion would positively affect your estate plan by running a detailed analysis. A Roth conversion has proven to be a beneficial tool for many of our clients.

Do you understand the ever-changing tax legislation and how it relates to your trusts?

Estate Tax Legislation Solutions
Our advisors stay abreast of the ever-changing tax legislation and can identify the appropriate action that needs to be taken for your estate when changes are made. We utilize all avenues available and utilize all solutions available to maximize benefits, while reducing your estate’s tax liability to help achieve your goals.

To see a complete list of services we offer for your trust, click here.

To put our expertise to work for you, contact our financial advisors at (205) 979.4100.