Estate Planning

Our affluent clients receive the highest level of experience in Tax Strategies, Charitable and Philanthropic Options and most importantly Wealth Shifting Strategies designed by our elite team of specialized professionals.  

Our plans are built to accomplish these 3 requirements:

• Getting WHAT you want to WHOM you want it to go WHEN you want it to go to them and under the TERMS and CONDITIONS which you want it to go.  

• Eradicate the exposure of DIVORCE, LAWSUIT, and TRANSFER TAX on your wealth FOREVER.

• While providing you satisfactory strings of INCOME and CONTROL.

Without a strategy to accomplish these things, your heirs might encounter many problems along the way.  More importantly, your intentions are never exercised because these items were not organized and legally executed to insure your voice is heard.   

A common error people make is to assume that estate planning only refers to dying. In fact, an important part of estate planning is to take the appropriate steps to ensure management of your financial affairs if you become disabled or terminally ill.

I welcome the opportunity to assess the strength of your current wealth transfer strategy and offer options you may not have explored up to this point.

Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.