Understanding your challenges
For more than a century, we have worked with individuals, families, and business owners to translate their success into a meaningful and lasting legacy. We understand the issues you face, and we can help you address them in a thorough and disciplined way.
Our estate planning strategies help you:
- Pass your legacy on to your heirs
- Grow your assets
- Minimize taxes
- Protect your assets from creditors
The non-tax side of planning
There are a number of "non-tax" reasons for planning which relate to protecting existing wealth and planning the transfer of wealth through generations, including:
- Creating 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 incapacity
- Handling or avoiding probate in multiple states
- Encouraging responsible behavior by future generations
Talk to us about how we can help you develop a plan to efficiently transfer wealth to your heirs and charities in a tax-conscious way.