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estate planning

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estate planning

Secure your legacy and plan for the future. Estate Planning isn't just for the wealthy, it is for every person who wants to ensure their wishes are met while creating financial stability for those left behind. 

SAVE MONEY

Potentially reduce estate taxes and avoid costly legal fees.

REDUCE STRESS

Know that your healthcare and financial decisions are in trusted hands.

CREATE A PLAN

Ensure your assets are distributed according to your wishes.

EASE THE BURDEN

Minimize legal complications and stress on your family during tough times.
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Contact Our Estate Planning Expert, Bridgette Gavagan: 

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Bridgette Gavagan
Financial Advisor
602.430.4980

More About Bridgette: Bridgette Gavagan has been with AERO Financial since 2015 as a Financial Advisor. She offers comprehensive wealth management services, that include investment, retirement income planning, annuities, and investment management services. She empowers her clients by creating comprehensive plans tailored to her client's unique needs while delivering a high level of personalized service.

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WHAT IS A TRUST?

A trust is a legal agreement where a trustee holds and manages assets on behalf of beneficiaries according to the wishes of the grantor (the person who creates the trust). Trusts offer several advantages that should be considered:

  • AVOID PROBATE
  • TAX BENEFITS
  • CONTROL OVER DISTRIBUTION
  • PROTECTION OF ASSETS
  • FLEXIBILITY WHEN CARING FOR MINORS AND THOSE WITH SPECIAL NEEDS

Trusts are a great estate planning tool for managing and safeguarding assets while ensuring your wishes are fulfilled.

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WHAT IS A WILL?

A will is a legal document that outlines a person's wishes regarding the distribution of their remaining assets and the care of any children after their death. Key components of a will include:

  • NAMING AN EXECUTOR
    An executor is the person who will manage the estate, ensuring wishes are carried out.

  • ASSET DISTRIBUTION PLAN
    Specifies how property, money, and personal belongings should be distributed among beneficiaries.

  • GUARDIANSHIP DESIGNATION
    Selecting guardians for minor children.

  • FUNERAL INSTRUCTIONS
    Includes preferences for funeral and burial.

Creating a will is essential for providing clear instructions and reducing the likelihood of disputes among family members. Without a will, the estate is distributed according to state laws.

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What Our Customers Are Saying

“AERO is far better than any credit union or bank I have ever used! They work for you and get you all information you need. I have used them for numerous loans and have never had an issue getting one."

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“Been banking at Aero for over 30 years! Wouldn’t go anywhere else!"

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“I like the changes on the new app. There is a lot more that I can do now that I couldn’t before. I can control my debit card easier, view all of my accounts, get my credit score, and make payments faster. Overall, this is an improvement over the previous app.”

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YOUR ESTATE PLANNING QUESTIONS, ANSWERED

Do you offer other investment services?

Yes, we offer a full suite of investment and retirement options through AERO Investment Services!

Do you offer senior planning?

Yes! Through our partner, AERO Investment Services, we can help you with a very important milestone. Get help picking a Medicare plan that’s best for you.

Do you offer additional financial counseling?

Yes! Through our partnership with GreenPath, financial counselors can help you sort out creditors, plan budgets, and get your finances back on track.