Estate and Legacy Planning
We are here to help you plan and facilitate your estate and to allocate your wealth based on your legacy goals. We work closely with you and your family, as well as your lawyer and accountant, to assist with family inheritance, charitable giving and planning endowments. In doing so, we will ensure that your estate planning strategies are focused primarily on tax minimization within the inter-generational transfer of your wealth.
Farm and Business Succession Planning
We can help you execute on an effective and successful transition from your business, whether you are transferring ownership within your family or outside. Our unique approach to succession planning encompasses your personal and business situation, and is part of a complete financial strategy. We will work with your team of lawyers and accountants to ensure your legacy is protected.
Important information and disclaimer