Multi-Generational / Estate Planning

Estate planning passes down your values with your value and puts the fate of your legacy back in your control. Having an estate plan creates a smoother transition to take care of the next generation. We work with your CPA and Estate Planning Attorney to create and implement strategies that focus on appreciated assets, estate taxes, philanthropic goals, and ensuring an orderly transition from one generation to the next.

Financial Estate and Tax Services | Wealth Planning Group