Estate Planning & Charitable Giving

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.

Estate Planning and Charitable Giving

Common concerns addressed in the wealth management process include:

  • Transfer of wealth
  • Minimization of transfer taxes
  • Asset protection
  • Charitable giving

ESTATE PLANNING creates a master plan using asset protection strategies for the management and distribution of your property. It generally aims to:

  • Give more control over assets during life
  • Provide care when disabled or incapacitated
  • Allow for the transfer of wealth to whom, when and at the lowest possible cost

Our process does not end with estate planning but coordinates your estate plan with your overall plans for your business, investments and insurance.

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