Family Advisory and Administration Services
For families or elderly clients, we provide flexible support services to help them manage their financial affairs. We assist with these important tasks and help relieve the burden on family members. Of course, we appreciate the need for complete confidentiality in family financial matters. We take extra precautions to ensure that private information stays that way.
Our Family Advisory and Administration Services Include:
- Tax and Investment Matters
- Insurance Assistance
- Bill Payment and Domestic Payroll
- Estate and Gift Planning and Plan Implementation
- Medical Caregiver Arrangements
- Buying and Selling Homes
- Transition to Senior Care
- Family Office Support
- Family Communication
For more information about the team, click the link below:
If you are philanthropically inclined, have you considered establishing a charitable remainder trust (CRT)? These irrevocable trusts provide a variety of tax and financial perks. Plus, unlike some other tax planning tools and strategies, CRTs can benefit from today’s...
At least 12% of Americans have thought about living abroad in retirement, according to a study by the Aegon Center for Longevity and Retirement. If that is part of your retirement plan, or you are already living outside the United States, it is important to know that...
A charitable remainder trust (CRT) is an irrevocable trust set up to benefit a charitable organization. The trust’s term is one lifetime, several lifetimes, or a period not to exceed 20 years. Basically, you irrevocably gift an asset to the CRT, usually an asset with...