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Estate & Tax Strategies

Preserving wealth from one generation to the next can be complex and time-consuming. Guidance from a competent, experienced advisor who knows you well helps ensure that your financial success is shared with your family, friends and the charitable organizations you designate according to your wishes.

We have helped generations of families develop wealth transfer strategies designed to reduce estate taxes while meeting specific legacy and charitable giving goals.

  • Will and trust planning often includes many non-monetary considerations that need to be documented or communicated to loved ones.
  • Intergenerational wealth planning can ensure that your legacy is passed on to your children and grandchildren, and that your family benefits from well-informed financial guidance.
  • Charitable Giving can provide tax benefits for you and your heirs.

We conduct a full assessment of short- and long-term tax and estate planning implications to help you pursue your specific objectives in all aspects of income, gift and estate tax planning. Working closely with tax and legal advisors, we will make sure your investment strategy is aligned with your tax situation, and create and execute an estate plan designed to help fulfill your wishes.