Estate Planning

Estate Planning aims to preserve the maximum amount of wealth possible for the intended beneficiaries while maintaining flexibility for the individual/individuals prior to death. This is the cornerstone of creating generational wealth.
Estate PlanningIssues to be addressed include:
  • Wills/guardianship
  • Living wills
  • Trusts
  • Powers of attorney
  • Inter vivos gifts (gifts made while donor is alive)
  • Asset ownership
  • Beneficiary selection strategies
  • Stretch-out I.R.A. - preserving wealth across generations
  • Charitable giving
  • Advanced planning for retirement is crucial. Our Financial Planners will work with you to develop a personalized Action Plan before you retire to ensure that certain procedures and strategies are carried out ahead of time.

  • Developing an estate plan guarantees that the maximum amount of your estate will go to your beneficiaries, rather than into someone else’s hands. It also aims to maintain flexibility for the initiating party prior to death. This process is the foundation of generational wealth.

  • We will develop a strategic investment plan by considering risk tolerance, time horizon, liquidity, and income requirements. Your plan will be flexible enough to adjust with the changing market.