Estate Planning & Risk Management

We not only focus on wealth building, we focus on preserving wealth through estate planning, risk-management, and long-term care planning. Sophisticated estate planning includes asset preservation, gifting strategies, and charitable planning to help minimize the negative effects of the ever changing tax laws. A network of legal and tax advisors works hard to help our clients develop an estate plan to help meet personal and business objectives.

Estate planning centers on the accumulation, preservation, and distribution of assets. The purpose of estate planning is to develop a plan that will look to enhance and maintain the financial legacy of clients and their families. Most clients have spent a lifetime accumulating and preserving wealth, and an unplanned estate can cause the evaporation of this lifetime effort. Hurdles to a well-planned estate may include improper ownership of assets, changes in tax laws, failure to review existing estate plans, and lack of liquidity, especially if a considerable portion of assets includes ownership of a closely-held business. Our objective when it comes to estate planning, is to help put our clients in touch with their true feelings, dreams, and aspirations, as well as to assist them in creating a concrete and practical estate plan.