Transfer of wealth or assets to beneficiaries upon the death of the owner through financial planning strategies that often include wills, estate planning, life insurance, or trusts in a tax efficient manner.
By working collaboratively with our clients accountants and attorneys, we have the ability to work together toward a complete picture and advise our clients with the right advice.
Donations to charity include assets (cash and securities) as a direct gift.
Consider donations that are tax deductible, using the right vehicle.
We conduct routine reviews of current trusts and insurance policies to ensure that accounts and plans are functioning well and correctly.
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