You can enrich the future of your loved ones by planning to secure their emotional and financial well-being now. My approach to estate planning integrates the need for a practical analysis of legal & tax consequences with a recognition of the emotions and conflict dynamics involved in the transfer of wealth.
- Gain control of how beneficiaries will receive property, including business and art succession.
- Maximize gifts to your family, while still supporting favored charities and minimizing taxes.
- Choose skilled and compassionate fiduciaries who understand you and your beneficiaries.
- Communicate your goals and honor your values to minimize conflict and misunderstanding.
From our initial consultation to the creation of an ongoing family wealth plan, my clients are empowered to use their wills, trusts, and additional estate planning tools to create a meaningful personal and financial legacy across generations.