Wealth Transfer Planning
Making a plan to transition your wealth
Turn your legacy goals into reality
You've worked hard to build a legacy and protect it. It's just as important to have a wealth transfer plan in place when it's time to transition your assets. We're here to help navigate the complexities of wealth transfer planning, including estate planning, tax planning and more.
Education Funding
We'll help you understand your options to pay for a loved one's education. And if traditional college savings plans don't fit your needs, we can explore other strategies with you.
Estate Planning
Working with you and your attorney, we'll help develop an estate plan that carries out your wishes for loved ones and your legacy.
Generational Wealth Transfer
Our team possesses the knowledge required to design an effective generational wealth transfer plan to maximize the financial position of you or your business while minimizing liabilities and risk.
Charitable Giving
Maximize charitable contributions by gifting in a way that has the greatest financial impact for both the charity and yourself.
Trust Special Services
Navigating the complexities of trusts and estates can be made easier with our highly skilled team working on your behalf.