Wealth Transfer

Estate Planning

In order to have a peaceful and orderly distribution of your legacy, documents are sometimes not enough. A definitive, well-thought-out plan can help soothe potential conflict among remaining family members, minimize estate tax and preserve your family’s wealth for many generations.

Charitable Planning

Charitable planning involves personal philanthropic decisions that may take place during one’s lifetime or at death. It encompasses all issues related to fulfilling charitable goals in the most impactful way possible and can often support goals in each of the other advanced planning categories.