Just like those “station wagon-packed” summer vacations, family planning requires the ENTIRE family – each and every generation.
As our experienced tax team discusses, a thorough multi-generational plan encompasses so much more than wealth preservation and tax sensitivity. It takes into effect the emotional and health needs that each generation may require. It keeps everyone on the same page, without the stress and fear of the unknown.
So you can rest easy to make some treasured memories and spend time together, knowing that we have you covered (with or without the station wagon).