For Families
Protect what matters most with tax planning that brings your family's goals into focus. Whether you're managing estates, planning for education, or preparing for generational wealth transfer, we help you build a legacy with clarity and confidence.
Estate Planning
Protect your family's future with comprehensive planning that secures assets and ensures your children are cared for.
When you have a family, estate planning becomes essential—not just for wealth transfer, but for ensuring your children are protected and your wishes are honored. We help you create comprehensive plans that minimize taxes, avoid probate, and provide clear direction for your family's future.
From naming guardians to establishing trusts for minor children, we guide you through every decision with clarity and care. Our goal is to give you peace of mind knowing your family is protected, no matter what happens.
What we cover:
Guardian designation for minor children.
Trusts for children and family wealth protection.
Healthcare directives and powers of attorney.
Life insurance planning and beneficiary optimization.
Asset protection from creditors and lawsuits.
Minimizing estate taxes to preserve family wealth.
Special needs planning for children with disabilities.
Legacy Planning
Build lasting wealth that benefits generations—from education funding to values-based wealth transfer.
Legacy planning goes beyond estate documents—it's about creating a financial foundation that supports your family for generations. Whether you're funding your children's education, teaching financial responsibility, or ensuring wealth is distributed according to your values, we help you build a plan that reflects what matters most.
We work with families to structure wealth transfer strategies that minimize taxes while maximizing impact. From 529 education accounts to family trusts to charitable giving, we create solutions that align with your family's unique goals and values.
What we cover:
Education funding strategies (529 plans, Coverdell ESAs).
Multi-generational wealth transfer planning.
Family governance and financial education.
Charitable giving and family foundation structures.
Generation-skipping transfer tax planning.
Family limited partnerships and LLCs.
Roth conversions and strategic gifting strategies.
Values-based wealth distribution frameworks.