Estate Planning

Successful wealth transfer is one of the most important things to accomplish in your lifetime and usually is an ongoing work-in-process. Wealth represents so much more than money - especially when wealth holders begin to consider what they will will do with the rest of their lives and what they will actually leave their heirs.

Estate planning involves planning for the accumulation and distribution of an estate during lifetime as well as death. An estate plan aims to preserve the maximum amount of wealth possible for the intended beneficiaries and flexibility for the individual prior to death. (Tools)

"Wise Decisions Begin with a Disciplined Approach"

Our proven planning process for helping families achieve their wealth transfer goals focuses on six priorities:

  1. Prepare your heirs early and continue equipping them throughout their lives
  2. Ensure that you can maintain your desired lifestlye
  3. Determine and transfer an appropriate inheritance to your heirs
  4. Eliminate estate and capital gains taxes and reduce annual income taxes (social capital)
  5. Indentify charities for redirected social capital
  6. Understand what "Finishing Well" means to you.