Wealth Transfer

Transferring wealth to the next generation is a complex and sensitive process that raises many questions. How much wealth should be passed on? When is the best time to do so? How do you pass on your estate without harming your children's motivation? Should heirs be treated equally? How can you protect transferred wealth? Will lifetime gifts jeopardize financial security? We create plans that clarify vision, seek to minimize estate and gift taxes and integrate philanthropic strategies consistent with our clients' overall goals.