While you cannot take your wealth with you, you can decide where it will go and how smooth the transfer will be. Through our Wealth Planning Group and/or our network of outside legal and tax professionals, we work with you to structure your personal, family and business interests so that your wishes are carried out in the most effective way; passing along more to your beneficiaries and less to the government.
Based on experience with other clients, we know that careful planning is essential for a smooth and stress-free transition of your assets to the next generation.