True wealth management means having a holistic view of all aspects of your financial life. It involves understanding what’s important to you and the causes and goals you find meaningful. These should all form the basis of an estate plan suited to you and your family’s circumstances.
You care greatly about helping your family and the causes you support—and a properly structured estate plan can allow you to continue helping them for generations to come. But before we start exploring estate planning strategies and business issues that may help to reduce your taxable estate, protect your wealth and further your legacy, it’s important to understand a plan’s core elements.
Putting a plan in place, however can be a complex challenge. Let us work together, along with your tax advisor and our network of professionals, to identify and implement strategies for your goals, such as managing estate taxes, planning for business succession, maximizing gifts, protecting assets and preserving wishes with trusts.
Contact us today to learn more about our team and how we can partner with you.
This column is sponsored by The Thornhill Wealth Management Group.
G. Conley Thornhill, CFP®, CIMA®
Senior Vice President–Wealth Management
Eric E. Johnson, CFP®, CIMA®
Vice President—Wealth Management
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