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:

  1. Establishment of trusts

  2. Estate administration

  3. Management of estate taxes

  4. Wills and inheritance provisions

There are different approaches for Baby Boomers, Generation X and the Millennials. We connect all three generations. In fact, most of our clients are part of intergenerational financial plans.