Estate and Generational Transfers

Proper estate and asset transfer strategies for your children and grandchildren will vary significantly. The foundation to future generational goals will often depend on how well you prepare and take care of yourself. The best time to launch these personal strategies is now.

It doesn’t matter how limited (or unlimited) your means may be, and it doesn’t matter if you own a mansion or a small bungalow. Rich or poor, when you die, you leave an estate. For some, this can mean real property, cash, an investment portfolio and more. For others it could be as straightforward as the furniture and jewelry you possess. Either way, what you leave behind when you die is considered your estate. You could potentially be leaving a legacy or a legal headache to your survivors. Estate planning is a very sensitive personal process. Each of our clients receives the time, concern, and professional attention needed to finalize a program together that will meet personal goals and provide peace of mind.