Wealth, Estate, Investment Management

Wealth Distribution

Methods to help you manage your assets to your wishes, as well as minimize taxes, reduce administrative costs, and ensure effective management of your affairs when you are no longer able.

Retirement Cash Flow Planning – When it comes to receiving the fruits of your labor, the money accumulated in your employer-sponsored retirement plan, you are faced with a few broad options. Should you take the payout as systematic payments, a lifetime annuity, or a lump sum?

Estate Planning & Trust Funding Strategies – With the right strategy, you can control your assets according to your wishes, as well as help minimize taxes, reduce administrative costs, and ensure the effective management of your affairs should you become incapacitated. Based on your individual situation, we can recommend techniques for approaching these challenges.

Charitable and Family Gifting Strategies – You probably have several objectives when passing your estate to your family. Maximizing the financial transfer is just the beginning. We can work with you to develop charitable and family gifting strategies that may significantly reduce or potentially eliminate both estate and gift taxes, fund your family and charitable goals, and help you maintain the control and timing of your wishes.