Estate Planning and Wealth Management
WEALTH MANAGEMENT IS ABOUT TAKING THE CONTROL AFFORDED BY THE ASSETS ONE HAS ACCUMULATED AND CREATING CHOICES
The goal of wealth management is to create a comprehensive plan that oversees the accumulation, distribution and eventual transfer of assets. The Capital Preserve will collaborate with our clients, their attorneys and accountants to identify alternatives and provide customized strategies because our clients deserve to know that their heirs will reap the benefits of their hard work.
Those strategies may involve:
- Wealth transfer to future generations
- Reducing gift, estate and generation skipping transfer taxes
- Life insurance planning
- Incapacity of a family member
- Philanthropy and charitable giving strategies
- Business transition planning
We understand life is complicated and uncertain, and it’s our aim to make life’s financial journey more certain and less complex. When examining our clients’ estate planning, our primary role at The Capital Preserve is to do just that – help preserve our clients’ assets.
(We have not attempted to assemble the full range of information necessary for a comprehensive discussion of estate planning. The reader should not rely on these materials as a means of orchestrating or verifying his or her own estate plan as this is provided solely for informational purposes and does not constitute and should not be construed as a legal opinion. Please consult your tax or legal professional)