Estate and Financial Planning for High Net Worth Individuals and Families

We can provide advice to individuals and their families, as well as trusts, estates, and private foundations including:

  • Annual Gifting
  • Charitable Lead Trusts
  • Charitable Remainder Trusts
  • Grantor Annuity Trusts & Unitrusts
  • Personal Residence Trusts
  • Family Partnerships
  • Credit Shelter Trusts
  • Marital Deduction Trusts
  • Irrevocable Life Insurance Trusts
  • Revocable Lifetime TrustsGeneration-Skipping Trusts
  • Qualified Domestic Trusts
We can also help you find practical strategies for estate planning through:
  • Appropriate Legal Ownership of Assets
  • Health Care Proxies
  • Power of Attorneys
  • Selection of Trustees, Executors and Beneficiaries
The requirements of a financial plan depend largely on your income, assets and goals. To best meet your needs, this plan could include: ¢ Establishing or updating your will
  • Establishing Trusts
  • Establishing a planned program of gifting
  • Effectively using insurance and other means
We can help you formulate plans in the following areas:
Financial Security
  • Children's education
  • Business succession, expansion, acquisition or liquidation
  • Retirement
  • Transfer of wealth