Estate Planning
Ensure a Seamless Transfer of your Assets ↓</span
Wealth
Preserving Your Hard-Earned Legacy
Achieving multigenerational wealth requires a thoughtful estate plan that is tailored to your desires. Whether you intend to pass your estate on to rightful heirs or in the form of a charitable endowment, the goals are always the same: achieve your desires, preserve your legacy, and to maximize the benefit of the gifts you bestow.
we got the answer
A solution to Your Questions
There is so much to consider when deciding how your assets and affairs should be managed
and distributed. Our estate planning team has a solution for all your concerns, including:
Can I ensure my assets are protected against potential divorce in future generations?
What are the pros and cons of revocable living trusts and irrevocable living trusts? Which one is right for me?
What’s the best way to avoid family disputes to help ensure a smooth transfer of my assets?
How can I minimize estate taxes and maximize the inheritance to my loved ones?
What’s a smart way to protect my assets from creditors and potential lawsuits?
How do I account for my insurance plans and retirement accounts?
Can I ensure my assets are protected against potential divorce in future generations?
What are the pros and cons of revocable living trusts and irrevocable living trusts? Which one is right for me?
What’s the best way to avoid family disputes to help ensure a smooth transfer of my assets?
What’s the difference between a will and trust? Do I need both?
What happens to my minor children if I pass away before they are legal adults?
How often should I review my estate plan? Are there any major life changes that should trigger a review?
Team
Smooth and Seamless
When you team with us, you do not have to worry about coordinating a team of specialists to plan, execute, and manage your estate planning.
Through our in-house estate planning financial professionals and tight network of top estate planning attorneys and tax specialists, we have a team in place through your whole estate planning journey. We are also more than happy to work with your attorney and specialists (e.g., accountant).
