Preserving and Transferring Wealth

Estate planning involves more than just tax savings for the wealthy. A sound estate plan may provide for effective preservation and transfer of wealth to your loved ones. A solid estate plan can provide the liquidity your heirs will need to settle your estate taxes, minimizing their financial burden. We will work with your tax and legal representatives, or help determine the estate planning specialists needed to ensure that aspects of your plan are met. Together, we’ll help you take the steps necessary to protect, conserve and distribute your assets for the benefit of your loved ones and philanthropic interests.