Family Wealth

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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, and potentially a living trust
  • 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 
  • Discussing various gifting and charitable giving strategies
  • Planning for college  

Together, we will create a plan that aligns your wealth with what matters most to you. We are happy to meet with your adult children to help with education, planning, and preparing them for their future. 

Estate Management Checklist

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

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

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.