Wealth counsel & estate planning

I provide professional wealth counsel and estate planning addressing four key elements:

• Enhancing wealth
• Protecting wealth
• Transferring wealth
• Donating wealth

In addition, when appropriate I can help facilitate relationships with other advisors, including legal counsel, tax advice and preparation and insurance professionals.

• Charitable Giving
• Wills, Probate, and Estate Settlement
• Donor Advised Fund and Private Foundation – Charitable Giving Comparison
• The RBC Advantage
• RBC Trust – Professional Trustee Services
• RBC Wealth Management Insurance Services
• The Responsibilities of a Trustee
• Comerica Bank – Charitable Services for Nonprofits
• Delaware Asset Protection Trusts