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Our Advanced Planning Team, comprised of attorneys, financial planners and tax specialist, can assist with an array of complex matters including estate conservation, business succession planning and asset protection.

Our integrated services include:

A comprehensive review of your current estate plan including identification and prioritization of wealth transfer objectives.

The preparation of a formal estate tax analysis to quantify current and expected transfer tax liability.

The creation of an Executive Summary outlining uncovered concerns and popular planning solutions.

Administrative assistance in the transfer of assets and the proper funding of trusts and other planning vehicles.

The coordination of your estate and financial plan with your drafting attorney, accountant and other tax professionals.

For more information contact the Advanced Planning Division Team or call 1.866.667.9413.

Not FDIC Insured May Lose Value Not Bank Guaranteed