Is your family involved in the conversation?
While making plans that will affect the next generations, many of our clients see this as an opportunity to bring the adult children into the conversation about the future.
Working closely with other professionals who play a role in planning for your future, from attorneys and accountants, to realtors and long-term care specialists, together we will create a path to pursue your goals. We take into consideration all the major tenets of a comprehensive estate plan including:
Establishment of trusts
Management of estate taxes
Wills and inheritance provisions