Studies have repeatedly shown that the vast majority of a family’s wealth is often lost by the time it reaches the third generation. Successful wealth transfers between generations depend not only on careful estate planning, but also considerate conversations with those you love. In collaboration with your estate attorney, we will work with you to review and develop a thoughtful estate plan that is reflective of your goals, and facilitate conversations to help ensure your heirs are prepared to manage the wealth they will one day inherit.

Our services for estate & wealth transfer include:

• Review of asset titling, allocation & beneficiary designations
• Asset flow illustrations based on your current plan
• Estate-reduction strategies
  • Family gifting
  • Funding education (direct payments, 529 college-savings plans)
  • Irrevocable life insurance trusts
  • Spousal lifetime access trusts
  • Grantor-retained annuity trusts
  • Charitable giving
    • Qualified charitable distributions
    • Donor advised funds
    • Charitable remainder unitrusts
• Coordination of family meetings
• Age-appropriate financial literacy for the next generation