We guide you in leaving a legacy for the future.
Do your financial goals include passing a portion of your wealth down to your family or to charitable causes that are important to you? We can help you in a number of important ways:
- Tax Planning. One of the biggest hurdles to passing wealth to your family is taxes. Although there are proposals to eliminate the estate tax, most experts agree that it will be replaced with a different tax. We work with you to design and implement creative strategies to reduce the tax burden as much as possible.
- Trusts. Trusts can play an important role in your planning. They help protect assets from creditors, save on taxes and promote an orderly distribution of wealth from one generation to the next. We help you understand the different types of trusts, and take advantage of the ones best suited to your situation. We are also available to serve as trustee on your behalf.
- Family Dynamics. Planning and asset management are critical to preparing your money for your family. It is just as important to prepare your family for the money. We work with you and your family to provide financial education and improve family communication, so that the wealth you worked so hard to accumulate continues into the future.
- Charitable Planning. Leaving money to charity has many benefits: it supports the causes that are important to you, reduces both income and estate taxes and helps pass your values to your family. We help you craft a charitable plan that is consistent with your financial goals and supports your interests.
In all of your wealth transfer planning, we work in close collaboration with your other advisors. To learn how we can help you, contact us for a complimentary consultation.