04. Estate Planning Consulting

Estate Planning Consulting

As the country’s largest generation moves more deeply into retirement, a massive generational transfer of wealth is on the horizon. Estimates about how much wealth will be transferred from baby boomers to younger generations over the next two to three decades vary widely, from around $30 trillion to as high as $70 trillion.  We firmly believe that the key to generational wealth depends on strategically using the United States Tax Code to implement tax-efficient strategies based on the client's individual circumstances.


Your estate plan is an ongoing process.   Our Firm will collaborate with your Estate Planning Attorney, Wealth Manager and/or CPA to recommend the most tax-efficient strategies during the creation or the update of your estate plan.  

Three Generations