Wealth Transfer Planning

You can’t take it with you — so where do you want your wealth to go?

We understand that securing your legacy and sharing your wealth are an important priority. It’s also a complex and time-consuming task.

By taking time now to do the proper planning, you can ensure your wishes are known and carried out later. That’s why it’s vital to surround yourself with professionals you trust. Without a full view, important details could be missed.

We can help guide you in selecting the right fiduciary and provide them with informed advice regarding all aspects of your estate and trust administration.

 

Our services encompass:
  • The continuous development of multi-generational wealth transfer strategies
  • Assisting the fiduciary and all investment representatives with the ongoing review of an Investment Policy Statement and asset allocation for the family accounts
  • Regular review of the trust’s administrative terms with, and between, the fiduciary and beneficiaries
  • The proper initial funding of trusts
  • The prudent selection of current and successor trustees
  • Preparation of all required tax returns