• After we have successfully generated, preserved and distributed or used our wealth in retirement, we arrive at end-of-life distribution issues.
  • At its base, estate planning is simply the control of our wealth after death, in order to send our wealth the direction that we desire between three available destinations:
    • Our designated heirs
    • Our designated charities
    • Our government (TAXES)
  • The art of estate planning involves the titling of assets in a mode that minimizes the estate tax and allows free transfer to heirs, while maintaining the use and enjoyment of the assets for us during our lifetime.

How to Transfer Wealth After a Death

Our full menu of services includes:

  • FIDUCIARY/TRUSTEE SERVICES (for any trust)
    • Fiduciary/trustee administration and accounting
    • Investment management
    • Wealth management
  • EXECUTOR AND ESTATE SETTLEMENT SERVICES
    • Administration services (as trustee or custodian)
      • Filing all court and tax documents
      • Inventory, collection and custody of all estate assets
      • Collection of debt and income and payments of all accounts due
    • Valuation of securities, real estate and closely-held business interests
    • Preparation of required tax returns
    • Investment Management Services
    • Custodial and Accounting Services