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COMPREHENSIVE FINANCIAL PLANNING

Multi-Generational Estate Planning:

 

  • Maximize the use of lifetime exemptions and annual gifting.
  • Review and discuss trust terms.
  • Trust administration and act as Trustee if desired.
  • Monitor liquidity for estate tax purposes.
  • Establish a direct relationship with estate attorneys to reduce costs.
 

Income Tax Planning:

 

  • Monitor tax basis and unrealized gain/loss
  • Collaborate with tax preparers.
  • Organization and submission of documents to tax preparers.
  • High-level review of quarterly estimates and tax returns.
 

Cash Flow Analysis and Management.

 

Risk Management:

 

  • Review property and casualty insurance policies to mitigate risk.
 

Life Insurance Consultation:

 

  • Provide unbiased advice regarding the need for life insurance.
  • Review and monitor current policies.
 

Family Education and Meetings:

 

  • Work with and educate future generations.
  • Hold family meetings to involve the next generation and prepare them for wealth transition.
 

Assist with family philanthropic goals.

 

Access to real-time net worth and estate flow reports.

 

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