Inherited Wealth

Since 1982, our firm has guided families through thoughtful estate planning, helping clients protect their wealth and values across generations. In this episode, we explore real-life stories, highlighting the importance of planning for heirs with unique needs. We discuss strategies to safeguard assets from mismanagement, preserve government benefits, and instill financial responsibility through gifting and donor-advised funds. Our team facilitates family meetings to clarify roles, address sensitive end-of-life decisions, and ensure a smooth transition of wealth. Whether you're planning for your children or managing a sudden inheritance, we help tailor estate plans to reflect your goals and protect your legacy.