We help our clients get the most from what they’ve earned, and help them ensure that the fruits of their labor provide maximum benefit to themselves, their families, and the charities and causes that mean the most to them. We can work in conjunction with investment advisors, ensuring that your strategies are coordinated and focused.
Our financial planning services include:
- Estate and Trust
- Planning for higher education
- Business succession planning
- Use of family limited partnerships for wealth transfer
- Retirement planning
- Charitable giving
Life insurance has long provided a source of liquidity to pay estate taxes and other expenses. Even though for many families, federal and state estate taxes aren’t a concern, life insurance continues to offer many benefits for these nontaxable estates. For this...
People sometimes keep assets hidden without letting their families know about their location or even that they exist. Similarly, they may have life insurance policies no one knows about. Using a fictional example, here’s why full disclosure of your assets to...
To gift or not to gift? It’s a deceptively complex question. The temporary doubling of the federal gift and estate tax exemption — to an inflation-adjusted $11.7 million in 2021 — is viewed by some people as a “use it or lose it” proposition. In other words,...