Estate Planning & Wealth Strategy
We utilize sophisticated estate planning and advanced wealth transfer strategies focused on reducing your overall gift, estate and generation-skipping taxes. Our team works closely with your family, CPA, and/or attorney to review your estate planning documents, clarify goals, and help you design a clear roadmap for your family’s wealth.
Multi-Generational Wealth Transfer
Tax-efficient wealth transfer to future generations is one of the key goals of estate planning. We consult on various strategies such as lifetime gifts, planning with irrevocable trusts, and charitable giving options to further reduce your estate tax liability.
Life and Liquidity Events
We understand that life is filled with unexpected turns, and planning for liquidity events—whether it’s a sale of a business or other significant asset—is crucial for preserving your wealth.
Our team collaborates with you to develop comprehensive strategies that address both the financial and emotional aspects of these pivotal life events, providing you with a clear path forward when opportunities arise.
- Pre-Liquidity Transactions
- Exit Planning
- Succession Planning
- Inheritances / Sudden Financial Gains
- Life Events: Birth Of Children or Grandchildren, Marriage, Divorce, Death
Preserving Your Legacy
Estate planning is not just about transferring wealth, but also preserving your legacy for future generations. Our team can advise you on how to leave a lasting impact through charitable giving and philanthropy.