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.
With estate planning, we’ll work together on your financial needs by creating a master plan using asset protection strategies for the management and distribution of your property. This plan generally aims to:
Some of the more common concerns addressed during the planning process include:
Our process does not end with estate planning but coordinates your plan with your overall financial plans for your business, investments and insurance as well.
For some people philanthropy represents the very essence of giving back to the community and caring for others. We can help you with your charitable giving goals, including private foundations.