We coordinate with your trust and estate lawyers in order to ensure that our clients’ financial legacies are preserved and transferred efficiently. We help strategize the arrangement of our clients’ assets and liabilities to secure a smooth and tax-efficient transfer of wealth to heirs and beneficiaries. Some ways we assist the attorneys are:
- Comprehensive Financial Analysis to lay the foundation for a customized estate plan.
- Identify Goals when the wealth transfer takes place.
- Use tax-efficient strategies to optimize the estate structure.
- Help fund the trusts once it is determined which type of trust is best.
- Review all beneficiaries on accounts to make sure goals and visions line up with the trust.
- Regular review your trust in relation to your accounts.
