Estate Planning

Transition Planning – Work with client’s legal counsel to review Wills, Trusts, and Powers of Attorney to make sure they are up to date and coincide with client investment objectives.

Beneficiary Designation Review – Based on desired transition plan, review and update beneficiaries periodically to align with plan and minimize wealth transfer costs.

Charitable Planning – For clients with charitable intent, determine if charitable giving enhances client income and/or estate tax planning in conjunction providing charity with needed resources.