ServicesMulti-Generational
Wealth Transfer Planning

As a result of our intimate knowledge of your finances and current and planned transaction we can assist in moving assets out of your estate for the benefit of your children and even multiple generations in a manner that will avoid both estate tax and the generation skipping transfer tax. We can do this in a way that will allow you to protect your family but not “spoil” or ruin them and if you want, we can even make sure that they have no knowledge about the existence of assets for their benefit in trust unless and until you want them to know. With the many years of experience in assisting client with their planning we can get you into the best hands of a trust and estate attorney and stay involved in the process to make sure you are aware of the many options available.