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