Broker Check

Estate & Succession Planning and Advance Strategies

For high-net-worth individuals, we help you leave a lasting legacy by creating advanced estate-planning strategies designed to maximize value and limit tax obligations when your assets are transferred to loved ones and other beneficiaries.

For business owners seeking to transition their business—either to the next generation of family members, co-owners, employees, or an outside buyer—we utilize a combination of estate and succession planning strategies to help you achieve the maximum value from your business and leverage that value into long-lasting retirement income.

Utilizing relationships with a network of legal professionals, we help all of our clients complete and file important documents, including wills, health-care proxies, and powers of attorney, and work to ensure all titles to assets and beneficiary listings are properly updated and recorded.

Have a Question or Want to Schedule a Meeting with Us?

Name
Email
Phone
Question
Thank you! Oops!