Having a properly prepared estate plan in place that contains your instructions and will protect your family.
Transferring wealth among generations is complex and requires sophisticated strategies to protect your wealth, minimize tax implications, and accomplish your ultimate goals. By taking the time to understand your motivation, we are able to help incorporate a unique plan to transfer wealth that integrates with your overall estate plan.
An integral part of a comprehensive estate and wealth management plan is asset protection. By working with trusted attorneys and developing insurance strategies, we will work with you to guard the assets you have accumulated.
Long Term Care
Preparing for long-term healthcare is often the most difficult and worrisome aspect of retirement. In collaboration with several professionals on your planning team, we will develop a plan for care using strategies including those that are medicaid compliant.
Many times philanthropic endeavors are a major part of a wealth and estate plan. No matter the goal, including charitable giving, we are here to help you achieve it.