Estate Planning

Our approach to estate planning is consistent with our approach to holistic wealth management. It begins by working with you and your tax advisors to understand your mission, vision, and values for your wealth. Whether it is a matter of passing along your wealth to your heirs in the most tax-efficient manner, or a complex set of circumstances and goals such as protecting family assets, providing for the special needs of family members, philanthropy, or transferring business interests, the process begins with your vision for the desired results.

Once we have identified your goals and concerns, we work with you to identify all assets, liabilities, and ownership structures in your current estate. We then coordinate with your tax advisors to provide a set of estate planning recommendations that achieve your goals within the framework of your overall wealth. As part of our estate planning process, we also consider the effects of income, estate, gift, and generation-skipping transfer taxes.

Important Disclosure