Advanced Planning & Estate Modeling

Creating a lasting legacy for your family is as much art as it is science. We take time to understand your deep desires and concerns regarding the impact your wealth will have on your family. Once we understand your objectives, we work closely with your estate planning attorney and tax professional to clarify and model the financial and tax impact of your plan. We can offer recommendations if you don’t have trusted professionals with required expertise in one of these areas. Knowing the numbers ahead of time and ensuring ongoing control can help your family make more confident decisions today.