For those with greater needs, we offer holistic wealth planning services. We accomplish this by learning about your financial and family goals and determine the best way to achieve them. This includes meeting with you to understand and your family and financial situation, keeping current on changing federal and state laws, and drafting the instruments necessary to implement the plan. We will collaborate with your accountant, financial planner and all of your other trusted professional advisors.

Some representative wealth planning techniques include:

• Irrevocable Trusts (GRATs, IDGTs)
• Gifting programs
• Advising on estate, generation-skipping, inheritance, and gift tax implications of any estate plan
• International estate planning
• Asset protection trusts
• Education trusts
• Residential trusts
• Dynasty trusts
• Life insurance trusts
• Charitable trusts
• Donor Advised Funds
• Other Complex Planning Devices

Please contact us for more information. We’re here to help.