Financial Planning

Retirement, Tax & Legacy Planning

Do you know if your account beneficiary designations are “per capita” or “per stirpes”?

We’ve provided advice on retirement plan selection, retirement income planning, net worth simulation of globally held assets, impact on RMDs, stretch-IRA and Roth conversion from latest SECURE act, social security and pension optimization, qualified charitable distribution, charitable giving strategies, 529 and insurance as estate and credit protection, buy-sell insurance, liquidity events, and many more needs.

Formal drafting of documents is coordinated through external tax and legal advisors as needed.