Stewardship

How to transfer wealth effectively …

The primary goals of estate planning are to transfer the right assets to the right heirs at the right time in the right manner at the right cost.

“Our role is to keep estates intact and thriving for generations. Wealthy families with successful businesses have to prepare for the financial impact of changes they know are ahead but don’t know when.”

However, planning decisions must also address delicate issues of fairness, responsibility, and personality. Most estate owners want assurance that the wealth earned in their lifetime will be prudently managed and that their success will have lasting meaning for the next generations.

More appropriate wealth transfer planning will align all those factors to produce the highest goal—stewardship.

  • Provide financial confidence for your surviving spouse to guide family harmony among heirs and across generations.
  • Preserve the value of your estate through prudent tax and funding strategies to maximize the positive impact of family wealth.
  • Prepare future generations to manage family assets responsibly and continue family values by the example you set.


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