• Achieving Success by Working Together

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

    Learn More Contact Us

Design of Estate Plan and Coordination with Legal and Tax Advisors

We begin with a thorough consideration of your goals and your current planning efforts in order to explore potential inconsistencies and gaps between what you are trying to accomplish and what has been done up to this point. Depending on the complexity of the circumstances, we may opt for coordinating a family estate planning meeting to help improve communication, prevent conflicts and design a philosophy that reflects your values.

Working with your legal and tax advisors, we will conduct an in-depth analysis and create a blueprint that can help you address concern such as the creation and proper structuring of trusts and other investment vehicles, solutions for a life-time gifting plan, diversifying from a concentrated stock position, transitioning from business ownership to retirement, maximizing the transfer of assets to future generation, mitigating probate delays and minimizing the effect of estate taxes and other probate expenses, planning for cross-border interest and assets,  among others.
Once you have made your decision, your professional advisor team can implement the strategies that we have set forth and make sure that all documents are prepared in a clear and precise manner.

Financial Advisors do not provide specific tax or legal advice. This information should not be considered as specific tax or legal advice. You should consult your own tax or legal advisor regarding your own specific tax or legal situation