TRANSFERRING FINANCIAL WEALTH

• To whom, how and when you want
• Avoid Stress, Delays and Costs of Probate*
• Reduce or Eliminate Federal Estate Taxes

…All in the most Organized, Cost Effective and Tax Advantageous way!

TRANSFERRING NON-FINANCIAL WEALTH

• Intergenerational Mentoring*
• Prepare heirs to be wise Stewards of their inheritance
• Transferring wisdom, life lessons, family values, virtues, and family stories