Wealth Transfer & Preservation

Families spend a lifetime accumulating assets and building an estate with the intention of passing it on to their heirs or charitable beneficiaries. Without proper planning, a person’s death can create significant hardships on the people for which the estate was created and assets are not passed on as intended.
Having a proper strategy in place can eliminate many of these problems that arise during the settlement of an estate and ensure you accomplish the following:

  • Ensure that your wishes are honored when you are unable to manage your own affairs.
  • Communicate your wishes and expectations precisely to your family and heirs.
  • Provide for your family’s financial security.
  • Provide capital to meet immediate liquidity needs for settlement costs.
  • Facilitate the timely distribution of assets by avoiding probate proceedings.
  • Maximize the estate for transfer by minimizing taxes and expenses.
  • Ensure that all beneficiaries are named in accordance with the most recent will.
  • Avoid publicity by keeping the proceedings out of the public record.
  • Conserve the estate so later generations can benefit.
  • Leave a charitable legacy with a gift of assets or a trust.