“Know what you own, and know why you own it.” – Peter Lynch
A well-designed estate plan relieves enormous burdens on you, as well as your heirs. Your goals for preserving and transferring wealth need to take into account the demands of your current life situation and the potentially large tax implications that go along with inheritance.
Our accredited estate planners will help you through the estate planning maze that none of us are really prepared to navigate. Years of experience with estate planning in general, and business succession planning in particular, will give you the needed tools and confidence that we are managing the complexities of your estate.
MEET WITH OUR FINANCIAL ADVISERS AND GET FOCUSED ON WHAT’S AHEAD >>>
In particular, business owners come to us with concerns about preserving wealth for the next generation. We fully understand the intricacies of building estate plans so that your business stays in the family and isn’t hobbled by a significant cost you didn’t anticipate. We comprehend the challenges and alternative solutions available to assure that your assets go to the right people or organizations without placing a huge tax consequence on your heirs.
Request a Consultation
Please fill out the form and we will get back to you shortly.