Wealth Transfer Strategies Legacies shared wisely

Our advisors have worked with individuals and couples with significant wealth, complex family situations, closely-held businesses and other complicating circumstances for years. We help you navigate legal, tax and family dynamics to develop wealth transfer strategies that meet your goals and protect your legacy. We know the landscape, issues, opportunities, threats and what to do about them. Together, we work to protect your assets, pass on your values and create an enduring legacy. All in a tax efficient manner.

read more

Areas of expertise include:

  • Comprehensive estate and generation skipping planning strategies
  • Lifetime giving strategies
  • Uses of trusts in gift and estate planning
  • Planning for qualified retirement accounts
  • Complex charitable giving strategies
  • Family limited partnerships

Professionals

Frank L. Washelesky, CPA, JD, CVA, PFS
Chief Compliance Officer

Wealth Transfer Strategies

Close
Forward Thinking
Forward Thinking