Wealth Transfer / Estate Planning

We offer our clients an array of wealth transfer and estate planning opportunities integrated with advanced financial modeling and a thorough review process.  The consulting services we provide include:

  • Efficient tax-funding strategies
  • Diversification and preservation of assets
  • Business succession planning
  • Enhanced charitable giving strategies
  • Solutions for equitable distributions to beneficiaries
  • Long Term Care Planning

Recognizing that financial circumstances change over time and that long-term estate planning will benefit from periodic review, we are committed to ongoing administration and evaluation to adapt to the changing needs of our clients.