For so many of our families, ensuring the values and wealth created over a lifetime endure over generations, is of utmost importance. We believe a critical component to successful legacy planning is involving the next generation in this process. Our multigenerational planning process brings together those members of your family, you wish to be involved, and then we craft a conversation around your needs, both current and future. Our experience allows us to help guide, sometimes sensitive, conversations between parents and children, very effectively by creating a comfortable and open environment.

We believe that our proactive approach and process to tax management strategies are critical for success. Throughout your relationship with our team, we strive to always understand you and your family's objectives and evolving structure. In addition to this, we pay close attention to the ever-changing legislative landscape and will help you to understand how those changes coming out of Washington could potentially impact your plans moving forward. We then will modify our plans, along with your accountant and/or attorney, to help ensure your objectives continue to be met.

Examples of topics we most often cover include:

• The role and responsibilities of an executor
• Desire of how assets transfer to the next generation(s)
• The intricacies of trusts and how they are implemented
• Tax aware investing
• Responsibility of receiving significant wealth
• Tax management strategies
• Trust Strategies
• Donor Advised Funds
• Social Security Taxation strategies