Beyond the concerns of avoiding probate, we focus on your concerns about: “Will my family be okay if I’m gone?”.
We perform an annual review of your estate plan to reflect asset and family changes so you may be prepared at anytime for the unexpected without burdening your loved ones.
We review your:
wealth transfer strategy
beneficiaries are correct and assigned to help mitigate issues or probate
your wishes are clearly written and easily understand by everyone
As a client, you receive Complimentary Access to an award-winning estate planning engine, powered by Wealth.com, to help you maintain clear and written documentation regarding your family’s estate plan and protection for your desired wishes that.
We help you align your wealth with your impact by making use of tax-smart charitable strategies such as:
Donor Advised Funds
Charitable Remainder Trusts
Charitable Lead Trusts
Qualified Charitable Distributions
For non-profit clients, we support you with education to your donor base on how to give with greater impact, fiduciary investment management and institutional cash solutions with greater FDIC coverage to protect your cash flow needs.
We understand the role that real estate has in building generational wealth, so we provide specialized planning support to help you with optimizing your real estate asset income and sale proceeds.
We do an annual benchmarking of how your investment real estate property income compares to alternative hands-off institutional public or private real estate options for:
Monthly income optimization
Tax deferral options at time of selling
Alignment with greater wealth plan
Note: Complimentary for the first 2 rental properties-owned. (Additional fees apply for additional properties)
For greater optimization, we help you plan for optimal tax-smart approaches to selling investment real estate such as trust strategies, 1031-exchanges, or opportunity zone options to best align with your overall wealth journey.