For the most important planning
We believe estate planning is not just about tax planning and asset protection. There are many elements which require a focus such as multi-generational family meetings. The most important consideration, however, is to make certain the distribution of wealth to the family occurs in a manner that builds a stronger family. Additionally, any assets passing to charity should enhance the mission of the charitable organization.
Creating the most effective estate plan
Estate Planning can be an uncomfortable and confusing topic that is easily put to the bottom of the priority list. As your advisor we are the catalyst to make sure this does not happen. Our role is to make sure our clients have a well thought out plan that is reviewed and updated on a regular basis. We simplify the complex in our conversations with our clients enabling them to identify what is truly important to them in their planning for future generations. In our role we will strive to identify opportunities for tax-efficiency, while never losing focus on the goal of empowering wealth and building a stronger family.
It is the people and the flexibility within all of the estate plan documents that accomplish the most important ingredients of an estate plan. We work hand in hand with your advisors to make certain your plan documents match all of your estate planning objectives.