Multigenerational Planning

Multigenerational Planning

For so many of our families, ensuring the values and wealth created over a lifetime endure over generations, is of utmost importance. Our team believes a critical component to successful legacy planning is involving the next generation in this process. Our multigenerational planning process brings together those members of your family, you wish to be involved, and then we craft a conversation around your needs, both current and future. Our experience allows us to help guide, sometimes sensitive, conversations between parents and children, very effectively by creating a comfortable and open environment.

Examples of topics we most often cover include:

• The role and responsibilities of an executor
• Desire of how assets transfer to the next generation(s)
• The intricacies of trusts and how they are implemented
• Responsiblity of receiving significant wealth
• The benefits of durable power of attorney
• The role of a medical directive or living will
• Tax management strategies