Generational Planning

Generational planning is all about effectively passing on your legacy to those closest to you. Our firm recognizes that navigating and exploring family dynamics and values is just as important as the financial considerations involved in this process. That is why we approach this planning by:

  1. Laying the groundwork
  2. Involving all appropriate family members and professionals in the discussion
  3. Consider strategies to minimize tax and maximize wealth
  4. Review periodically to account for life changes and family dynamics

Done correctly, our hope is to give you peace of mind that when you are gone your legacy will live on.