Comprehensive Estate Plan Review

We provide independent review and analysis of our client's current estate plan and objectives. We look at the existing and alternative wealth transfer vehicles and liquidity requirements, and we work with our client's team of professional advisors to ensure that all the parties are working and communicating with each other. We examine current planning, especially in light of the long-range goals expressed through the strategic planning process, and the family's professional advisors to ensure consistent implementation.

In this process, we look at the potential consequences of the wealth transfer strategies beyond just tax considerations, including such tough issues as "will this wealth help or hurt...motivate or discourage...empower or indulge my beneficiaries?" We consider such tools as a Family Bank, the family foundation, and the family partnership. This planning is done in conjunction with the overall estate and wealth planning goals developed through the strategic planning process.

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