We Believe in Planning Based Solutions

Estate planning involves arranging for the disposition of assets during one’s lifetime, and often it includes tools such as wills, living wills, revocable trusts, and various types of irrevocable trusts. There are also tax planning considerations for developing a proper estate plan for large estates.

Legacy planning is a more holistic view and approach to estate planning.  It may be comprised of tax-efficient wealth transfer planning, as well as continuing life lessons, personal values, faith, and philosophy for ongoing generations. 

Legacy planning involves not only deciding who is to receive bequests after death but taking steps to ensure wealth transfer is done in a tax-efficient manner and in a way for you to be remembered.

This planning often involves various types of gifts, trusts and/or foundations.  Our firm has helped to develop legacy plans for some of the most prominent families in America.

Our team of experts will help you identify tools and techniques to facilitate an efficient transfer of wealth, find qualified estate planning attorney (if you do not already have one) and monitor your plan when any changes to estate or income tax laws occur. 

Life insurance reviews have a place in most financial plans.  It may consist of a review of the current needs for life insurance for purposes such as replacing income or of a review of existing policies that are in place.  Oftentimes life insurance policies are put in place, and as the needs change over time, the current policies are no longer commensurate with stated objectives.  Therefore, each financial situation should be reviewed with regards to structure, ownership of any existing policies, as well as the need for ongoing coverage.