Wealth Advisory Solutions for Multigenerational Family Members - Estate and Wealth Transfer Planning
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Estate and Wealth Transfer Planning

Estate and Wealth Transfer Planning

Estate planning means much more than providing for your heirs ? it includes strategies for exercising stock options, decreasing income and estate taxes, saving more on a tax-deferred basis, and providing liquidity for your business.

There are also a number of "non-tax" reasons to carefully protect existing wealth and plan the transfer of wealth through generations, such as:

  • creating legal vehicles that help ensure confidentiality and privacy
  • creating mechanisms for the efficient funding of charitable causes
  • ensuring the proper care of minors or disabled family members
  • providing for financial security during times of incapacitation
  • handling or avoiding probate in multiple states
  • encouraging responsible behavior by future generations
  • protecting your assets from creditors

After evaluating your current estate and asset structure, we can help you and your advisors develop a plan to most efficiently transfer wealth to your heirs and charitable beneficiaries in a tax-conscious way.


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