Our planning services help you find the answers to questions like...
- How do I have a conversation with my family and ensure that everything is in place as I would hope?
- Do I have documentation in all the right places?
- What are my long term options?
- What if I want to give to certain charitable organizations or philanthropic opportunities?
- How does my estate transfer and make sure my assets stay in tack for my family?
- How do I create a trust?
- What will my legacy be?
We help you find the answers by:
- Facilitating family meetings and providing an unbiased view on organization and structure to money management
- Going through all the necessary arrangements and assisting you with all your paperwork, account information, etc.
- Assessing your long term care options
- Setting up a charitable giving plan
- Setting up a wealth transfer and plan for estate tax in your portfolio
- Assist you with setting up a trust and educating you on all the options
We are here to help guide you through your goals and carry out your legacy for you.