When it comes to long-term wealth planning, it’s not just about saving enough or investing it well . . . It’s about creating a legacy that’s born of your values and wraps around the people you love like a comfortable blanket.
It’s about knowing the wealth you’ve built won’t be lost to a costly mistake or ravaged by taxation.
It’s about making sure your wealth doesn’t become a temptation to someone willing to take advantage of a vulnerable child or a grieving spouse.
We can help you see what’s coming and coordinate the work of your other advisors to make sure your estate plan is aligned with your goals and values. From providing for a surviving spouse to protecting a family member with special needs to giving back to the community, we help our clients design plans that can be adjusted over time as their families grow and change and navigate the ever-changing tax and property rules that can turn the taxman into your biggest heir.
Managing an Inheritance
When Heirs are Imperfect
