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How important is peace of mind to you?

You have worked hard for your wealth. You deserve to control where and when and how those assets are distributed. You demand a well-designed, well-executed wealth management and legacy strategy. We develop the strategies that give you peace of mind. We specialize in action plans to reduce taxes and ease wealth transfers from one generation to the next. These are complex, multi-faceted strategies that help you meet your goals and keep you in control of the process and results.

This includes:

  • Proper documentation and execution of estate matters
  • Wills
  • Trusts
  • Funding and Maintenance of Plan
  • Tax consultation
  • Strategies to minimize estate, gift, inheritance and income taxes
  • Complex inter-generational trusts, private foundations, charitable trusts and other methods of individual wealth preservation
  • Transfer plans, such as family annuities
  • Tax strategies to maintain and grow our clients’ wealth and reduce potential estate tax liabilities

Isn’t it time to implement the best wealth management strategy for your peace of mind? Contact us to learn more.