All-inclusive services for your estate plan to ensure your planned tax benefits are achieved
Waterfront Financial Group focuses on your individual financial plan and how it should be carried out in your overall estate plan. We are with you every step of the way to ensure the orderly and effective transfer of assets to your beneficiaries to carry out your wishes. We work collaboratively with your attorneys, insurance agents and wealth managers based on your individual objectives.
Our approach is…
- Review your estate plan with you to make sure it fits your needs
- Ensure that the current tax laws support your plan or vice versa
- Assist your attorney or your wealth manager in making changes
- Discuss any needed changes with those individuals that are affected, if needed
- Always, look at the overall efficiency of how your estate is set up to make sure that it can be executed at the necessary time and under the necessary circumstances
Our estate, trust and wealth succession planning services include:
- Clearly identify your goals, objectives and how your current plan supports those items
- Redefine goals, if needed, if your assets and liability mix has changed
- Recommend strategies to save or minimize taxes
- Coordinate with your attorney to make any changes or to consider any alternatives
- Estate and trust fiduciary tax return preparation
- Develop gifting strategies as they fit with your estate plan
- Evaluate charitable gifting strategies
- Manage all aspects of trust or estate administration from inception through final distributions
