Wealth Transfer Planning

Wealth Transfer Planning:

"Having a definite purpose is the starting point of all achievement."     -     Thomas Jefferson

The planning process is no different - it truly allows individuals the opportunity to share their success by designing a financial plan for themselves and for those whom they love.  Our desire is to inspire clients to act with confidence, organization, commitment, and discipline in designing and implementing their desired plan of action.

Throughout the process, we assist clients with the following:

  • Estate / Legacy Planning
  • Wealth Transfer Strategies
  • Survivor Protection
  • Insurance Analysis / Review
  • Gifting Strategies

Business Succession:

Business continuation and preservation are the key words in business succession planning.  To divide a business between the heirs and survivors is "like killing the goose that laid the golden egg".

Several strategies include the following:

  • Buy Sell Arrangements
  • Key Person Insurance
  • ESOP's
  • Restrictive Agreements
  • Charitable Remainder Trust (CRT)
  • Family Limited Partnerships  (FLP)

For more information, please contact jmonteverde@monteverdegroup.com or dmartin@monteverdegroup.com.