Estate/Legacy Planning
- Advise on the implementation and proper use of estate planning tools:
- Wills, Trusts, HIPAA, Financial & Medical P.O.A.s, Letter to Physician
- Selection of Executor/Trustees
- Review ownership and beneficiary designations on all accounts
- Durable P.O.A. Issues
- Charitable Gifting during Life & after Death
- Titling of Assets
- Distribution Plan at Death to Spouse/Descendants of Wealth at Death
- Charitable Inclinations at Death
- Interface with the Estate Attorney on your Behalf
- Accompany clients to estate planning meetings
- Trust Review
- Generational Planning
Gifting to Children/Descendants & Education Planning
- Educate you on the various minor account ownership options: UTMAs, Education IRAs, 529 plans, etc.
- Provide financial education for children/grandchildren
Business Succession Planning
- Provide small business operational advice
- Evaluate current business insurance and provide options if needed
- Provide referrals to business valuation specialists
- Analyze business purchase options
- Help you manage retirement plan tracking and maintenance: contributions made, contribution limits, profit sharing, etc.
- Analyze current employee benefits
- Provide information on business transition or succession strategies
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