Wealth Transfer Plans

Wealth transfer planning isn't just about money — it's about creating a plan to help loved ones navigate the process of what to do when our clients are gone. They might not think about it now, but with proper planning today, our clients can make sure their wishes are known and carried out later.

Estate planning helps anticipate and eliminate uncertainties and provides the legal mechanism for disposing of property upon death, in a way that recognizes our clients wishes and the needs of their survivors, while minimizing taxes. Sometime estates can dwindle quickly after each generation. Often the successors do not understand how the assets were to be managed or did not share the values and outlook of the founder.

We’ll review our clients financial accounts, discuss ultimate goals for the disposition of assets, and then match them with invaluable resources and estate planners that will guide them through the estate planning process. We’ll help capture and transfer family traditions and values, as well as protecting financial wealth for current and future generations.