Estate Planning

Clients often want to leave a legacy for their children and the generations that follow. After quantifying what the client wants to provide as an inheritance to loved ones, the Certified Financial Planner, CPA, and attorney create and implement a wealth transfer strategy. The attorney creates legal documents that instruct how money should be used and passed to the next and future generations. The Certified Financial Planner works to successfully accumulate the assets the client desires to pass on to loved ones.

There are several strategies utilized to successfully transfer wealth to successor generations. Here are a few to consider:

• Revocable Living Trust
• Irrevocable Family Trust
• Irrevocable Insurance Trust
• Annuity Maximization
• Life Insurance Maximization
• Dynasty Trust