Estate and wealth planning

We will help you develop a plan to transfer your assets to the desired recipients, whether they are heirs or charities, while taking care of your needs and those of your significant others if you should pass. A solid strategy minimizes the impact of taxes on you and your beneficiaries and protects your assets from unknown creditors.

• Personal tax planning and preparation
• Retirement planning
• Estate and wealth planning
• Financial consulting
• Personal business start-up