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Experience

Alicia is a wealth transfer specialist in the wealth management practice. She is known for working with clients to create a comprehensive estate plan that will minimize taxes, preserve family wealth, and address potential future issues such as special needs beneficiaries, remarriage, and asset protection concerns.

Alicia has nine years of experience providing a variety of consulting services to high-net-worth clients. She specializes in advanced wealth transfer techniques, estate and gift tax planning and compliance, and planning for retirement benefits.

She holds a BSBA in finance from Bowling Green State University and is part of the Toledo Estate Planning Council.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.  

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Additional Thoughts

The future of the estate tax: What can you do to plan now?
Many high-net-worth individuals and families, as well as estate planning practitioners, may remember — all too well — the uncertainty surrounding the federal estate tax that stemmed from the sunset of the Bush tax cuts in 2010.
Alicia Cole Wealth Management
Article April 17, 2017 2 min read