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Trust, Estate and Legacy Planning Strategies

Wealth Transfer and Trust Strategies

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.

Coordination with Outside Legal and Tax Advisors

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. 

Foundation and Other Charitable Giving Strategies

Donations to charity include assets (cash and securities) as a direct gift.

Consider donations that are tax deductible, using the right vehicle.

Current Trust and Insurance Review

We conduct routine reviews of current trusts and insurance policies to ensure that accounts and plans are functioning well and correctly. 

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (857) 328-1100