Wealth transfer planning involves the smooth transition of wealth to the next generation or to charities. We work with you to create a master plan for the management of your property during your life and the distribution of that property at death.
Common concerns addressed in the wealth management process include:
ESTATE PLANNING creates a master plan using asset protection strategies for the management and distribution of your property. It generally aims to:
Our process does not end with estate planning but coordinates your estate plan with your overall plans for your business, investments and insurance.