Broker Check

Estate and Charitable Planning

You’ve worked hard all your life to build financial security for you and your family. Now you want to ensure a smooth transition of wealth to your heirs. You need an inheritance plan that specifies who inherits your assets, when they inherit it, and on what conditions.

Inheritance planning requires considerable insight into the legal and tax implications of your decisions. The advisors at Personal Wealth Partners have extensive knowledge of tax and estate law, and have helped many families navigate the wealth transfer process. Through our experience, we will help implement strategies that aim to fulfill your wishes and avoid conflicts.

The Process

We begin the estate and/or philanthropic planning process by listening to your needs, goals and objectives in a confidential meeting. With strict adherence to privacy and confidentiality, we strive to create an atmosphere where you feel at ease discussing personal issues, family dynamics, and goals. We provide straightforward answers about the implications of the options under consideration.

After this meeting, your Personal Wealth Partners advisor will synthesize your information and prepare a written estate plan for your review. Upon agreement with the plan, we coordinate its implementation with your attorney and other advisors. Given our extensive legal and estate planning experience, we are able to review the legal documents and ensure all necessary asset transfers are made. We're committed to long-term adherence to the plan and regularly monitor and assess changes within your family, your goals, and estate laws, to ensure your estate plan remains current.

Philanthropic Planning / Foundations and Endowments

The nation’s tax laws recognize the positive impact charitable organizations have on our society. As a result, the tax code provides incentives to encourage charitable giving. Thoughtful donors plan their contributions to minimize the after-tax cost while securing allowable benefits for themselves and their families. Personal Wealth Partners has the experience to thoroughly explain the many options and tools available when making meaningful gifts to charities.

If you are seeking to distribute wealth through a foundation or endowment, our advisors are adept at developing prudent strategies that effectively balance your needs for income preservation, growth, and cash flow. We serve as fiduciary advisors and offer objective recommendations designed to serve the needs of your organization. It's paramount to have an appropriate asset allocation strategy that considers the spending policy of your organization. We carefully analyze your organization's projected cash flow and risk tolerance to develop an asset allocation that aligns your investment portfolio with your needs. We continuously monitor your portfolio to maintain this balance over the long-term.