As a successful individual, you understand the effort to create and maintain personal wealth. Yet you may not realize how quickly estate taxes could sweep half of this wealth away.
So, while wealth creation can be complicated,
clients have three basic options when it comes to wealth transfer:
Leave your estate to family or friends
Leave your estate to the community through one or more charities or
Leave your estate to the government Internal Revenue Service by paying transfer taxes.
We think the same rules that guide your life should also guide how you handle money. Our team of professionals will work with you closely to make sure that your goals and values are passed on to the next generation
Legal Document Evaluation
We review and assess all your legal documents, including wills, trusts, etc.
Asset Protection Planning
We provide a flexible asset protection plan to safeguard wealth.
Family Engagement
We individually connect with each family member to understand their unique needs.
Credit Partner Search
We help you find credit partners to support your real estate expansion.
Financial Literacy Program
We educate the next generation on passive income, taxes, and investing.
Financial Planning Support
We provide comprehensive financial planning for effective inheritance utilization.
Intellectual Library
We capture your wisdom via podcasts, offering valuable advice for your family.
Proactive Estate Planning
We address “what-ifs” to avoid disputes, covering pets, artwork, and collections.
Investment Policy
We define investment rules, triggers, returns, and portfolio management.
Comprehensive Cybersecurity
We implement robust cybersecurity, protecting data and privacy globally.
Transferring wealth to the next generation is a complex and sensitive process that raises many questions. Taking all questions, concerns, and possible solutions into account, we work with families to create customized plans to bridge generational wealth.
Below, we have listed some of the services we provide and conduct as part of our wealth transfer services.
What's the best choice for me: a will or a revocable trust?
A will outlines your wishes for asset distribution after your passing, while a revocable trust provides more control and privacy during your lifetime and after.
Should I establish a trust for my children?
Creating a trust for your children can safeguard their financial future, ensure responsible management, and protect assets from creditors or divorce.
How can I preserve specific assets within my family?
Strategies like trusts and gifting can help protect family assets and pass them down to future generations.
Are powers of attorney, health care declarations, and HIPAA releases necessary?
Yes, these documents are crucial for ensuring your medical and financial wishes are respected and your loved ones can act on your behalf in times of need.
How can I effectively utilize beneficiaries, payable on death, and transfer on death registrations?
These options simplify asset transfer, avoiding probate and ensuring a smooth transition to your chosen beneficiaries.
Can I afford to support my children or charities during my lifetime?
By implementing a well-structured estate plan, you can allocate assets to support your loved ones and charitable causes while ensuring your own financial security.