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Estate Planning & Wealth Transfer

Preserving wealth from one generation to the next can be complex and time-consuming.

Guidance from a competent, experienced advisor can go a long way toward helping make sure your financial success is shared with your family, friends and the charitable organizations you designate, according to your wishes.

We have helped generations of families develop wealth transfer strategies designed to help reduce estate taxes while meeting specific legacy and charitable giving goals.

  • Legacy planning often includes many non-monetary considerations that need to be documented or communicated to loved ones.
  • Charitable Giving can provide potential tax benefits for you and your heirs.

We can help you articulate your estate planning goals and will work closely with your tax and legal advisors to ensure your financial strategy reflects your estate planning needs.