Estate Planning & Wealth Transfer
- Review of essential legal documents (Wills, Power of Attorney, Beneficiary designation form and titling of assets)
- Educational planning-funding for your child’s future, the cost, implementation, and options.
Review of planning opportunities including but not limited to:
- GRATs - (Grantor Retained Annuity Trusts)
- QPRTs – (Qualified Personal Residence Trusts)
- ILITs – (Irrevocable Life Insurance Trusts)
- Private Foundations