Wealth Transfer Planning

Interested in going further?

Engage us for a unique Wealth Transfer Plan that includes two follow up meetings with the attorney, correspondence with your CPA and Financial Advisor, correspondence regarding additional decisions, potential conflicts and available options, facilitated Family Meeting, as desired, and a first year review meeting with the attorney. Potential topics: achieve and create family goals, conflict management, sophisticated charitable giving to maximize tax benefits, lifetime giving plans for family and church/charity, philosophical considerations and actionable plan