Estate Planning
In a recent presentation, the speaker from a well known financial services company noted that in the next 50 years, $136 trillion dollars will be transferred to the next generation. That is an unprecedented amount of wealth that will be passed to the current generation of Baby Boomers and then onto the next generation.

Are we ready yet? Have we invested the time to ensure that our estate plan will transfer the maximum amount of wealth to our children or desired beneficiaries, with the least amount of taxes? If we have plans in place have we had the discipline to review and add or alter plans as needed? Additionally, have our goals changed as we matured to include charitable giving in our plan and if so, have we ensured that our family heirs are knowledgeable and capable to handle the execution of our wishes?

There are three beneficiaries of the wealth you've worked so hard to create. You have a choice to allocate your wealth among your heirs, the government and or your favorite charity. Your choice can have profound impact for generations to come. We will support the achievement of your goals to reach financial independence, plan your family legacy, and experience fulfillment derived from the direction of your philanthropic projects.