Wealth & Estate Planning with Creative Capitalists
Having a surplus of resources is an opportunity to give with intention and bless equally hard-working family, friends or organizations who have followed in a similar path as you. Today there are legal instruments to dynamically gift with accountability. A trust can effectively allocate capital.
“I want to give my kids enough so that they could feel that they could do anything, but not so much that they could do nothing.” W. Buffett
Creating a will and trust is a great step in organizing your assets and plan for transferring wealth in a way that is clear and intentional while minimizing any unnecessary expense. We aim to help coordinate this process for you and provide a range of support needed to accomplish your plan. By bringing together your advisory team (estate attorney, accountant, etc) and going through the list below, we can cover the gamut of concerns and ensure the gifts you leave behind are treasured and maintained with gratitude and wisdom.
Coordinate or help transition estate duties to a professional trustee
Estate Plan Review
Trustee & Fiduciary Support
Family Legacy Planning
Intergenerational Family Financial Education
Risk Management Review for Life, Disability & LTC Insurance
Charitable Planning
Property & Casualty Insurance Review
Cyber Security Insurance