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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