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Planning for the Future, Maintaining Your Legacy
We provide detailed strategies for transferring wealth effectively, with the goal of including the use of trusts, wills, and gifting strategies. Our approach ensures that your wealth is passed on according to your wishes and with minimal disruption.
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Retain More, Pass On More
We focus on minimizing the tax implications associated with wealth transfer, so that more of your wealth is preserved for your heirs. Our tax-efficient strategies help you maximize the impact of your wealth transfer.
Tailored Plans for Lasting Impact
We tailor wealth transfer plans to meet the needs of multigenerational families, with the goal of your legacy continuing to grow and benefit future generations. Our approach is holistic, addressing both financial and familial considerations.
Gifting Strategies
Provides financial security for your loved ones by replacing lost income and covering expenses in the event of your passing your unique needs and craft a bespoke financial strategy tailored to your family’s goals.
Family Mission Statement
Work to maintain your income by providing financial support if you are unable to work due to illness or injury.
Strategies
Our team will work with you with you to educate you on Trustee roles and responsibilities and assist in implementation.
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