525 Plum Street,
Many individuals and families don’t just want to make their assets last for their lifetimes; they want to leave a legacy for their heirs.
We assist clients in articulating their estate planning needs and offer guidance regarding today’s confusing estate and tax laws.
We also explore charitable objectives during our planning process. Clients may be interested in giving during their lifetimes as well as designing a charitable legacy. We facilitate discussion and use our modeling to demonstrate the benefits of charitable giving while making sure a client’s own financial independence is maintained.
Establishing an estate strategy is crucial, yet many wait too long to put their wishes in writing. Use this helpful guide to review your estate strategy and start conversations with your loved ones, financial professionals, and legal team.