Transferring Your Wealth

We view our role in assisting you with your estate planning as ensuring that your estate plan reflects your desires and intentions. The human nature of estate planning should be the primary focus. Tax savings are important, but they are the secondary goal in estate planning. Estate planning is not just for the ultra-wealthy. Anybody with assets, loved ones, medical directive wishes, etc., should develop a well-thought-out estate plan.

We can add significant value by serving as your quarterback, working with your estate planning attorney, insurance agent, and other advisors to help make this very complicated area more comfortable for you and your family. We commonly meet jointly with clients and their other advisors.

As CPAs with extensive tax and estate planning experience, we can uniquely assist you in comprehensively coordinating your estate planning with other areas of your financial life such as tax planning, investment planning, charitable giving and asset protection.

Here are the services we provide for transferring your wealth:

  • Estate & Gift Tax Planning
  • Generational Transfers

Donating Your Wealth