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.