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Inheritances and Wealth Events

At some point in their life, most people face life-changing events. We believe sound financial and investment advice during such critical times is vital.

Are you inheriting significant money and want to make sure this money is managed properly to help secure your financial future?

Are you planning your own estate and legacy to leave for other generations and don’t know how to do it in such a way to minimize taxes and ensure your legacy is distributed the way you want?

Would you like to have a conversation with your children about your estate but don’t know how or are not at ease with this topic?

We can help.

We can help you build a long-term plan with the mission to minimize taxes on your inheritance and help build a plan for your assets to provide you retirement income for the rest of your life.

We will seek to understand exactly what you want to accomplish with your own estate and legacy and advise you how to handle it in the best way. We can take the lead in communicating your plans to your children and other family if you would like.

We maintain business relationships with strategic partners in accounting and tax planning, banking, estate planning and insurance services and can provide referrals should you need them.