Family Wealth Planning

Family Wealth Planning

• We offer you a complimentary analysis of your current estate plan and concerns, as well as a complimentary settlement of estates.
• We provide you assistance in transferring assets to your Living Trust or other trusts.
• You will receive guidance with the appropriate and necessary steps in the event of the death of a loved one.
• We offer a review of your beneficiary designations and asset titling, as well as a review of your long-term care needs.
• We work with your financial professionals with the goal to minimize your administrative costs and the tax obligation associated with inheritance of assets, maximizing the impact of your estate and legacy.