3. Wealth Transfer
"How Do I Plan and Secure My Legacy?"
The legal aspects and costs associated with estate documents, philanthropy and beneficiaries can be confusing at best. Consulting with tax law and estate planning experts to develop sound wealth transfer strategies is an integral part of passing your legacy down to your heirs. Although we are not tax or legal advisors we can take the following steps to incorporate your legacy.
The legal aspects and costs associated with estate documents, philanthropy and beneficiaries can be confusing at best. Consulting with tax law and estate planning experts to develop sound wealth transfer strategies is an integral part of passing your legacy down to your heirs. Although we are not tax or legal advisors we can take the following steps to incorporate your legacy.
Your legacy plan is designed to reduce the burden on you and your loved ones:
- INITIAL MEETING Sitting down to gain a comprehensive understanding of your legacy wishes. including review of financial data.
- PEER REVIEW Collaboration with tax law and estate planning subject matter experts to determine what course(s) of action needs to be taken.
- DISTRIBUTION OF ASSETS Working with your accountant and/or estate planning attorney to ensure your assets are properly divided and distributed to your designated heirs and beneficiaries in accordance with your goals and desires.
- UPDATES AND BRIEFINGS Keeping you informed about policies and/or protocols which may affect the outcomes of your wealth transfer plan.