Estate planning and passing on wealth to the next generation can be a rewarding, yet complex issue for everyone concerned. We can work with our clients attorney and CPA to help bring clarity and comfort to it by guiding our clients ” and their families ” through the process. Our clients typically have questions about issues like how to preserve their wealth, how to manage their taxes, how to equitably divide their assets among loved ones, and much more. We can help ensure they leave the legacy they want. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.