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, a facilitated family meeting (as desired), and a first-year review meeting with the attorney.Potential topics include: achieving and creating family goals, conflict management, sophisticated charitable giving to maximize tax benefits, lifetime giving plans for family and church/charity, philosophical considerations, and an actionable plan.