Key Services
Estate Planning
Standard: Consultation includes review of existing estate planning documents, overall discussion of current plan and options to achieve your goals. Clients who have yet to prepare an estate plan are advised on benefits of the key estate documents, Trust, Will, Durable Power of Attorney and Advanced Health Care Directive. A written memorandum summarizing our discussion and action items is provided. Other information and documents as needed are also included such as an estate settlement checklist.
Premium: Includes the above Standard Consultation and discussion of options available for more complex estates. Recommended for estates that include blended families, non US citizens, multiple real estate holdings, companies (LLC’s, Partnerships), family businesses and those with significant investment holdings. Options to provide for lifetime and upon death gifting to generate income during life and minimize taxes upon death with irrevocable trusts, legacy/dynasty trusts, special needs and pet trusts. Includes estate plan review diagram.
Financial Planning
Includes review of financial records, asset allocation. risk tolerance and discussion of investments, IRA's, retirement assets, annuities real estate holdings, 529 Plans, life insurance and long term care and how they achieve your financial goals. Our financial plan review includes a discussion of how the holding of your assets impacts your estate plan. We complement your existing relationship with your tax preparer and other advisors and provide an objective perspective that integrates your investment and estate plans.
Coaching Services
Provide in person and virtual one on one assistance with preparing clients for an interview, speaking engagement or other presentations. Coaching sessions will build strategy for a successful outcome, provide coaching and assessment. A customized mock session is conducted with personal feedback for optimum performance. Coaching for personal career growth and business development includes sessions to assess individual goals and strengths. Clients receive targeted action items and strategies for moving forward.
Strategic Planning & Corporate Governance
Includes pre-meeting planning with executive management team and board of directors strategic planning team, review of governance documents, current board and committee structure, financials, audits, assessment of status of current strategic plan. Facilitation of retreat to build strategic plan framework, memorialization of retreat capturing strategic plan goals, action items and timelines. Follow up with key executive and board members on strategic plan post retreat. On-going facilitation of strategic plan discussions as requested.