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Estate and Wealth Transfer

Many desire to preserve and pass on their wealth to their children and grandchildren.

Chris understands the complexities of these situations and will work with your attorney to build a customized strategy that fits your desires. 

Alongside a qualified estate attorney, some of the strategies Chris can assist with are:

  • Beneficiary designations
  • Trust customization
  • Gifting
  • Ownership of investment accounts or insurance
  • Low cost basis stock strategies
  • Efficiently managing the liquidation of retirement accounts and impact of income taxes for you and your beneficiaries
  • Proper asset liquidity during life and after death
  • Charitable giving strategies

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