your plans for
Maintenance and Decumulation >
Business Succession >
Asset Protection and Gifting >
After a basic plan is in place for Retirement, Aging, Estate and Legacy, through our office or elsewhere, then we can help individuals and families explore the more complicated issues of how to control, manage, and coordinate their Wealth Accumulation and Protection, the Business Succession of any of their ownership interests, and their desires to Gift away some assets outright or into a trust.
“I made money the old-fashioned way,
I was very nice to a wealthy relative right before he died!"
- Malcolm Forbes
Are there tools to help me to coordinate my wealth
accumulation, maintenance and decumulation?
How can I integrate my business succession planning?
What are some of the ways that I can think about
gifting away money, real property and other assets?