Estate & Wealth Strategies

Estate Planning

A well-engineered estate conservation plan can minimize tax liability and ensure that loved ones are protected. We will work with you and your other advisors to assess the impact of state and federal taxes on your estate and suggest strategies to help minimize those taxes while meeting your personal philosophies and family needs.

Asset Protection

There are numerous financial strategies and retirement income plans that can help you accumulate assets for the future, shield your business and personal assets from liabilities, and safeguard asset transfer to children and grandchildren. We can help you figure out what the right course of action is for your specific situation and objectives.


Grandchildren are a special extension of a grandparent’s love and legacy. A Joint New York Life Guaranteed Lifetime Income Annuity is a simple financial tool that can help grandparents leave a lifelong inheritance to a beloved grandchild.

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Tax Diversification

Retirement is changing. It’s more active, exciting, and longer. Many people can expect to spend 30 years or more in retirement. Preparing for retirement is changing, too. These days it’s important to start early, stay focused, and be ready for any eventuality.

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Charitable Planning

Charitable planning allows you to support the organizations and causes that matter to you, while often providing immediate income streams and potentially reducing your tax burden. Numerous charitable giving strategies exist, and we can help you design and execute a charitable giving strategy that is in alignment with your personal and philanthropic goals. Please seek tax advice from your own tax advisors.