This is where it really comes together for qualified clients, who have investment management and a solid financial plan already in place.
We may look at more advanced tax options (income tax and capital gains tax, but also gift and estate taxes). We may look at more complex trust strategies (charitable giving, concentrated equity positions, lifetime income, estate liquidity, multi-generational assets, and more).
How do we share values and principles with family members so that the following generations become solid stewards of what you've worked so hard to build?
Particular strategies and costs will depend on your unique situation.
Note: We cannot give tax or legal advice but we can work with your CPA or attorney.
