Family Wealth
Inheritance Advisor –
- Provide unbiased advice with regards to insurance proceeds and other inheritance assets such as IRAs, Roth, and 401k accounts
- Work with families to establish new Trust and Inherited IRA accounts
- Make required minimum distributions related to Inherited IRA accounts
- Discuss new Trust documents for continued asset protection and future inheritance goals
Estate Executor Assistance
- Inventory and Identify Assets and Debts
- Identify Assets to liquidate to settle debts
- Communication guidance with other Beneficiaries
- Access to Professionals and resources that can assist with the duties of the Executor of the Estate (e.g. Attorneys, Realtors, Appraisers, Estate Sale professionals, etc.)
Divorce Financial Neutral
- Provide a Net Worth of assets available for division
- Work with one or both parties to provide creative solutions
- Evaluate current and post-divorce tax considerations
- Assist attorney/s to provide documentation of account balances
- Establish defined deadlines for division of assets, working to eliminate uncertainty about finalizing a divorce
Investments & Retirees
- Financial Planning for all stages of wealth creation, and distribution during retirement
- This includes tax smart saving and spending from accounts and assets
- Clients work with the Advisor to determine their goals, and the patterns of investing that will achieve those goals
- Estate Planning and Insurance Reviews as an integral part of the Advisory process
- Company & Employee Benefits are part of your Total Compensation and should be evaluated on an annual basis.