
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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