Wealth Transfer
The transfer of wealth or assets to beneficiaries upon the death of the owner through financial planning strategies that often include wills, estate planning, life insurance, or trusts in a tax efficient manner.
 | Family |
- Facilitate estate planning goals, helping to give each heir the inheritance desired
- Equalize inheritances among heirs, as well as help protect a family’s income in the event of premature death
- Enable proper wealth preservation and transfer for your future generations
 | Business |
- Facilitate timely and orderly transfer of a business interest upon death of key persons or other shareholders