Wealth Transfer
Often the most emotionally sensitive area of financial planning, wealth transfer strategies require the most judgement, skill and client understanding on our part. Consequently, our expertise spans a wide range of estate planning issues, including the use of wills and trusts, optimal forms of property ownership, estate and gift taxation, philanthropy, and strategies for property transfer between spouses and across generations of the client's family. We're glad to work with our client's attorneys to help create limited partnerships, family LLCs, stock option transfers, special needs, incentive and dynasty trusts in order to reach our clients goals.
And, where life insurance is necessary for either survivor support needs or estate liquidity, we'll help decide correct amount and structure of the insurance portfolio, working with independent brokers to find needed coverage at the best value to our clients.
Often the most emotionally sensitive area of financial planning, wealth transfer strategies require the most judgement, skill and client understanding on our part. Consequently, our expertise spans a wide range of estate planning issues, including the use of wills and trusts, optimal forms of property ownership, estate and gift taxation, philanthropy, and strategies for property transfer between spouses and across generations of the client's family. We're glad to work with our client's attorneys to help create limited partnerships, family LLCs, stock option transfers, special needs, incentive and dynasty trusts in order to reach our clients goals.
And, where life insurance is necessary for either survivor support needs or estate liquidity, we'll help decide correct amount and structure of the insurance portfolio, working with independent brokers to find needed coverage at the best value to our clients.