Services - Estate Planning
Change is the only certainty.
Estate planning begins where your retirement and financial plans left off, and is a key to preserving intergenerational wealth.
It presents a new set of obstacles, including taxation during transitions, wealth preservation through future generations, and estimation of the future value of assets.
We provide the structured planning that will overcome these obstacles, and uncover in your wealth the opportunities to distribute it with minimal loss. With an in-depth examination of taxation in transferring your estate, we take advantage of strategies that will be beneficial to your transfer, such as those on tax-free gift giving. With regular review of your estate plan, we ensure valuations are accurate, the requested charities are arranged, and your plan is consistent with the changing conditions in your life now and your intended legacy.