Planning for a comprehensive transfer of wealth
Whether you have a current estate plan or are considering the benefits of creating one, we extend our services to ensure you are fully prepared. If you have a current estate plan, we’ll work closely with your Estate Planning Attorney to make sure it’s up-to-date and structured properly to protect you, your family, and your wealth. Planning for a comprehensive transfer of your wealth is critical to the future of your loved ones or your chosen beneficiary. There are many elements to consider in the transfer of your assets, and together, we evaluate all potential strategies that will best serve you, your loved ones or your beneficiary of choice.
