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Estate Planning Strategies

Securing your family’s financial future – today – is a major component of any sound financial plan.

Whether you intend to endow loved ones or a charitable organization, gift during your lifetime, or to make testamentary bequests through your will, tell us when and where you wish to direct your assets, and we will help to find the most advantageous ways to accomplish your objectives. By working closely with your CPA and estate planning attorney, we will work to coordinate efficient wealth transfer strategies during and after your lifetime, in alignment with your goals and dreams.

Asset Protection Strategies

We create strategies that are tailored to your needs and goals.

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Charitable Giving Strategies

Years of experience have prepared us to guide you through your life transitions.

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Family Records Organizer

The more organized you are now, the easier it makes life for your family later.

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Important considerations in Estate planning include:

  • Basic estate planning documents (wills, powers of attorney, medical directives, etc.)
  • Specially designed trusts, such as:
  • Generation-skipping trusts
  • Management trusts
  • Bypass trusts
  • Testamentary trusts
  • Real estate trusts
  • Family Limited Partnerships
  • Beneficiary designations
  • Trustee and Guardian selection
  • Assets held in multiple legal jurisdictions (including foreign assets)
  • Annual exclusions and lifetime applicable tax credits
Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

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