Estate & Wealth Management

Planning for a Successful Retirement

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Preserving Your Family’s Future

You have worked hard to accumulate everything you have. You have goals for those assets. Whether that includes putting children through college, funding your own retirement or giving back to organizations that mean so much to you, the last place you want your money to go is to Uncle Sam. You need to plan early and often to pass as much as possible onto your heirs upon your death. Equal attention must be given to protecting those assets today as you plan for your future.

To deliver highly customized estate, wealth and succession planning, we focus on the unique goals and objectives of each person and customize a plan to fit their needs. Our estate and financial advisory services include:

  • Establishment of trusts including:
  • Formation of private foundations
  • Business valuation
  • Educational funding
  • Cash flow and budgeting for individuals
  • Stock option analysis
  • Insurance needs
  • Preservation of financial assets
  • Succession planning
  • Retirement planning
  • Estate and gift tax planning
    • Charitable Remainder Trusts
    • Charitable Lead Trusts
    • Qualified Personal Residence Trusts
    • Grantor Retained Income Trusts
    • Irrevocable Life Insurance Trusts
    • Revocable Living Trusts

Estate & Wealth Management Experience: Our tax professionals will work with you to first understand your life goals. We then provide advice and design plans to help you achieve those goals, guiding you through the process every step of the way.

Have the foresight to safeguard the wealth you’ve accumulated. Contact us to design estate and financial plans that will keep more of your money in the hands of you and your family.