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
Drafting your will using online tools can lead to unwanted outcomes
The novel coronavirus (COVID-19) pandemic has refocused people’s thoughts on the health and safety of their families. In addition to taking the necessary steps today to protect your loved ones, it’s equally important to consider their financial security in the future....
Now may be the time to forgive intrafamily loans
If you have outstanding loans to your children, grandchildren or other family members, consider forgiving those loans to take advantage of the current, record-high $11.58 million gift and estate tax exemption. Bear in mind that in 2026, the exemption amount...
Review your estate plan in the midst of a major life shock
Generally, it’s recommended that you review your estate plan at year’s end. It’s a good time to check whether any life events have taken place in the past 12 months or so that affect your plan. However, with a life shock as monumental as the coronavirus...
