Wealth Planning

Wills and Legal Documents

  • – Records Organization
  • – Health Care POA
  • – Living Will
  • – Durable POA

Legacy Planning Gifting and Uses of Trusts

  • – Annual Gifting
  • – Lifetime Gift Exemption
  • – Revocable and Irrevocable Trusts
  • – Testamentary Trusts
  • – Grantor Trusts

Family Governance and Dynamics

  • – Protect the Wealth Plan
  • – Family Mission Statement
  • – Family Councils

Charitable Planning

  • – Charitable Trusts
  • – Direct Bequests
  • – Donor Advised Funds
  • – Private Foundations