Legacy and Estate Planning

Wealth Transfer Strategies

Life insurance, gifting, and charitable strategies may reduce estate tax and maximize the after-tax wealth transfer to your beneficiaries

Stretch Strategies

Implementing appropriate beneficiary selections can potentially extend tax-deferral for future generations

Generational Planning

Asset Ownership strategies, beneficiary selections, and wills and trusts should be consistent with your intentions and may help avoid probate costs or other legal expenses.