Wealth Transfer

One of the other cornerstones of financial planning is transferring wealth to your heirs or your favorite charity, or both, upon your death. There are many ways to transfer wealth but there is not one “best way”. Every situation is different, every client is different, and every family is different. Our goal is to design a plan based on your specifications while minimizing taxes and legal fees. It is that simple – all cars have 4 wheels but there is no best car for everyone, wealth transfer is no different.