Embrace the Future
Don’t wait to divide your assets according to your will—act now to evaluate your current assets and devise a strategy to transfer certain assets during your lifetime directly to family members or in trust. Make the current tax law and cases work for you instead of against you. Devising a wealth transfer (estate) plan is an ongoing, evolving process and should not be left to simply writing a will and dividing up the property. We will work with your advisors—legal counsel, personal CFO, brokers and others—to create a plan that helps you control the disposition of your wealth.