Inheritance issues and lump-sum proceeds can be overwhelming. It’s often difficult to know how and when to properly invest such sums. During this transition, it’s important to seek the advice of a trustworthy firm that specializes in integrated financial transition planning. Our goal is to help our clients assess and make wise choices in:

  • Estate and trust planning/facilitation of wealth transfer.

  • Protecting and distributing assets.

  • Managing and minimizing tax implications to preserve wealth.

  • Addressing how much to pass on and when.

  • Engaging the next generation on financial management issues.

  • Managing Trusts.

  • Assessing charitable and philanthropic giving strategies.