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.
Assessing charitable and philanthropic giving strategies.