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Wealth Preservation

As you approach retirement, we often recommend modifying your current strategy to achieve a smooth transition into retirement. We then determine the optimal income generating strategy that will maintain your quality of life and last for the duration of your retirement. Once all your retirement needs are met, we then focus on transitioning your wealth to the next generation in the most tax efficient manner.

  • Comprehensive Personal Estate Planning
  • Comprehensive Business Transfer
  • Gifting Strategies to Family Members and/or Charities
  • Generation Skipping Transfer Strategies Utilizing Trusts
  • Estate Discounting Methods for Efficient Wealth Transfer
  • Insurance Planning to Protect Assets or Create Wealth for Heirs