We will help you understand how your current estate plan works and how assets will be distributed and effected by existing tax law. What would you like your legacy to be? A lifetime of work to benefit family and charity – that’s how many people define it. Without regard to how Uncle Sam may get involved. Our Wealth Enhancement Group will work with your current professionals to assist in minimizing the administrative burden, formalize your wishes and maximize the value your heirs and charities receive.
We Believe In Building Great Relationships
Team Work, Team Work
It takes teamwork to cover a wide-range of financial concerns. We welcome collaboration with your family’s other subject matter experts – for example attorneys and CPAs. In many situations a family may not have a firm they can count on – in those situations we have created what we refer to as Strategic Alliances in many disciplines that are out of our realm of expertise.