Estate Planning

Coordinated with counsel, not instead of counsel

Either through your own counsel or attorneys we partner with and refer, we will team up with experienced legal counsel to coordinate your overall estate plan.

We understand that you are not only planning for your future, but for the futures of your families and businesses. Taking the necessary steps now not only preserves the wealth you have accumulated over the years, but also reduces the amount of unnecessary confusion, pain and time that would be required in dealing with these issues after you pass away.

The transfer phase is part of the model

In The Financial Architecture Experience™, estate transfer is not a postscript — it is the third of the three phases of life the ideal model is built around, alongside accumulation and distribution. Decisions made in your fifties are read against it.