Family Wealth Management
Wealth Management
- Cash flow management
- Tax mitigation
- Wealth protection strategies
- Charitable giving
- Estate transfer/inheritance planning
Retirement Income Planning
- Cash flow analysis
- Social Security determination
- Required minimum distribution processing
- Rollover/distribution planning
- Income & longevity planning
- Pension & survivor planning
Insurance Planning
- Life insurance
- Disability Income Insurance
- Long term care hybrid policies
Family Investment Services
- Fee based advisory services
- Tax efficient portfolio management
- Traditional and Roth IRAs
- UTMA/UGMA, Education IRAs and 529 College Plans
- Annuity planning
Estate Planning
- Working with trustees/executors
- Utilization of trusts
- Tax efficient asset titling and wealth transfer
- Family gifting techniques
- Planning for beneficiaries
- Planning for family members with special needs
