Your CFO coordinates the protection, transfer, and continuity of everything you've built.
Protect. Transfer. Efficiently.
Revocable. Irrevocable. Dynasty. Specialized.
Annual gifts. GRATs. QPRTs. Tax-efficient transfer.
FLPs. Buy-sell. ESOPs. Valuation discounts.
CRTs. CLTs. DAFs. Private foundations.
Trusts. LLCs. Protection from creditors.
Dynasty trusts. Multi-generational transfer.
Comprehensive estate planning services integrated with your overall wealth strategy.
Understanding current estate and gift tax rules is essential for effective planning.
Per person (2024), scheduled to decrease to ~$7M in 2026
Per recipient per year (2024)
On amounts exceeding exemption
Additional tax on transfers to grandchildren+
Note: The federal estate tax exemption is scheduled to decrease significantly in 2026. Planning now can help lock in current higher exemptions.
Your CFO coordinates with estate attorneys like WintersSpelman Law to ensure documents reflect your goals.
Laws change. Families change. Plans update.
Tax. Investment. Business. Coordinated.
Conversations about wealth and legacy.
Estate planning is about more than legal documents—it's about ensuring your family is prepared, your values are communicated, and your legacy is protected. We help facilitate family conversations and prepare the next generation for the responsibilities of wealth.