If implemented properly, the plan will protect a client’s accumulated wealth and provide for its effective transfer in the manner so desired.
The initial stage involves interviewing clients to gain a clear understanding of their long-term goals and desires. Based on this information, multiple strategies will be evaluated with the client’s existing advisors.
The ultimate goal is to provide clients and their family with a solution that achieves all of their objectives and maintains the flexibility to be modified as the client’s situation changes.