We help to simplify the complexity of the transfer of wealth process since it can be overwhelming. We utilize our knowledge and resources to guide our clients. We can work with your attorney or provide references for our clients if they need any assistance in document preparation or structure. Some of our services in this area include:
- Working to reduce estate taxes for our clients
- Helping to protect assets from creditors and probate
- Aligning beneficiaries among accounts
- Fulfilling charitable wishes
- How to carry on wealth to your children or the next generation