Your estate is an important component of your legacy. Proper estate planning can greatly magnify this legacy by minimizing taxes and unnecessary probate expenses. As we get to know your plans and wishes, we’ll bring ideas to the table that further advance your goals. In coordination with your estate planning attorney, we’ll help craft a strategy that maximizes your wishes.
Through the use of trusts, complex wealth transfer strategies, family businesses, and strategic gifting plans to charity or individuals, we will create a unique plan for you that accomplishes your wishes in a tax efficient manner. Where appropriate, we’ll recommend insurance to help offset taxes or provide protection for your loved ones.
Once the legal documents are prepared, we’ll align your assets with these wishes to ensure proper transfer. We’ll also align your investment strategy with your estate strategy to properly allocate risk in line with your goals. All of these facets of estate planning and investment management come together in your comprehensive financial plan where you can see the long-term impact of each decision.
Some questions you should consider: