How We Help

Estate and Wealth Transfer Planning

Providing clarity and peace of mind that your wealth will benefit those you intend, as efficiently as possible.

Questions That Might Be On Your Mind

  • How do I ensure the wealth passing to my family stays in my family and is protected from creditors and divorce?
  • Is my estate plan structured to minimize what goes to the government, and maximizes what goes to the people I care about?
  • Can someone give my family a clear illustration of how everything will work under my current plan?
  • I’m probably just few years away from selling at least part of my business. Are there planning opportunities I should be considering prior to the sale to reduce my family’s eventual estate tax liability?
  • How do I effectively address the complexities of an ex-spouse in my estate plan? What about an ex-spouse of one of my children?

The first step of our estate planning process is to help clarify three critical questions about your current estate plan:
1) Where does it go?
2) Who’s in charge?
3) What are the rules?

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Estate planning can be crazy complicated, but our job as advisors is to distill our clients’ plans into language and concepts that are easy to understand and follow.

Donald ScottFamily Wealth Strategist and Partner Get to know our teamarrow quote
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