Wealth Transfer

A staggering percentage of Americans die each year without a will. We utilize a wide variety of tools to make sure that you are able to seamlessly transfer your wealth and assets to your loved ones.

These include:

  • Wills, deeds, and living trusts
  • Family living partnerships
  • 529 plan accelerated gifting
  • Stretch IRA
  • Estate tax strategy
  • Contracts/legal documents and power of attorney
  • Legal advice/notarization
  • Business continuation plans
  • Buy/Sell agreement
  • Healthcare proxy
  • Custodial services
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