Inheritance Issues

Your financial plan should consider the needs of your heirs.

Working in conjunction with attorneys and CPAs, we help create a master plan for the management of your property during your lifetime and the efficient transfer of that property at your death. We also help with charitable giving planning and provide business succession planning for business clients.   

Estate Planning
For most people, inheritance issues can be resolved with proper estate planning. A good estate plan can give you more control over your assets during your lifetime, provide management if you are disabled, and allow for the transfer of your wealth at the lowest possible cost.

Grandfather playing with his granddaughter in the park