Family Wealth

Family wealth planning is about thoughtfully supporting the people and causes that you care most about. Things to consider include:
- Do you have foundational estate planning documents: a will, living will, powers of attorney, potentially a living trust, etc…
- How do your protect and preserve resources for your family, friends, and charities that are important to you
- How to reduce the burden of taxes, which include gift tax, estate tax, generation skipping transfer tax, and income in respect of a decedent
- Reviewing various gifting and charitable giving strategies
Together, we will create a plan that aligns your wealth with what matters most to you.

Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
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A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
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A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
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Understanding Your Estate: Critical Elements of an Estate Strategy
Establishing an estate strategy is crucial, yet many wait too long to put their wishes in writing. Use this helpful guide to review your estate strategy and start conversations with your loved ones, financial professionals, and legal team.