Financial Planning
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
Related Blogs
Estate planning when time is short
The novel coronavirus (COVID-19) pandemic has caused some people to contemplate their own mortality or that of a family member. For those whose life expectancies are short — because of COVID-19 or for other reasons — estate planning can be difficult. But while money...
Looking for a trust that can also act as a financial backup plan? Consider a SLAT
Some of the most effective estate planning strategies involve setting up irrevocable trusts. For a trust to be deemed irrevocable, you, the grantor, lose all incidents of ownership of the trust’s assets. In other words, you’re effectively removing those assets from...
Build flexibility into your estate plan with powers of appointment
There are several tools you can use to build flexibility into your estate plan. Flexibility is especially important now because of an uncertain estate planning environment. The federal gift and estate tax exemption currently is an inflation-adjusted $11.58 million...
