Our Platinum Level Clients ($2mm in assets under management) will receive a complimentary review of their estate documents.  By educating our client’s on advanced planning strategies, we make sure our client’s fully understand what options are available to maximize wealth transferred and minimize estate taxation. 

Estate planning is most effective when the family and the attorney draft documents that best resemble the family's values, goals, and wealth transfer needs.  Whether it be a Dynasty Trust, a Family Foundation or other less involved strategies we will be there to help.