Inheritors
I feel fortunate to have received this money that I didn’t earn. How can I best use it to help others without hurting myself?
Business Owners
Some day, when I sell this business, I’ll have more money than I’ll ever need. When that day comes, how do I minimize my tax bill and give back to the community that helped make it a success?
Nearing Retirement
My number one priority is not running out of money in retirement. How can I make sure that I don’t run out of money for myself, while still making sure that I can support the causes I care about?
Contemplating a Legacy
I want to make sure that my kids are taken care of, but I know they won’t need all of this money. How do I balance my heirs and my philanthropy in my estate plan?
Inheritors
I feel fortunate to have received this money that I didn’t earn. How can I best use it to help others without hurting myself?
Receiving an inheritance can be quite a stressful, and even traumatic, event. What’s that? How can getting free money ever be considered a negative? Well, if you’ve received a life changing amount of money through inheritance, especially one that you didn’t expect, you probably feel overwhelmed, grateful, fearful, hopeful, and maybe even a little guilty, all at once. Mostly, you probably just want to make sure that you don’t screw up what seems like the opportunity of a lifetime.
I help people like you navigate the complex web of emotions and financial jargon necessary to move through the fog of a life changing “sudden money” event and emerge from the other side with a renewed sense of purpose and an opportunity to make a difference in the world.
Business Owners
Some day, when I sell this business, I’ll have more money than I’ll ever need. When that day comes, how do I minimize my tax bill and give back to the community that helped make it a success?
Philanthropy has long been a high priority for many entrepreneurs. In every study I’ve ever seen on the topic, business owners consistently donate more of their money and time than non-business owners. I believe that’s because they recognize that we’re all in this together.
You’ve built your business with the help of your employees and the support of your customers, and you know that nobody can truly be a success without the support of his/her community. That’s why you should consider partnering with me to proactively plan for your eventual exit so that you can minimize your tax bill, not just for your own benefit, but so that you can maximize the impact you make on the people and causes you care about.
Nearing Retirement
My number one priority is not running out of money in retirement. How can I make sure that I don’t run out of money for myself, while still making sure that I can support the causes I care about?
You’ve worked hard and been responsible your whole life, and now, you’ve almost made it to the finish line. You’re not ready to slow down just yet, but you are ready to be done with the 9-5. But you can’t shake that feeling in the back of your mind that you might not have saved enough. What if you have a major health event? What if one of your kids needs financial support? What if the stock market crashes? Will you still have enough?
These are all fears that everyone nearing retirement has. Since 2008, I’ve been helping calm those fears by partnering with clients to create a well thought out, flexible, stress-tested retirement income and charitable giving plan and updating that plan as lives and markets inevitably change.
Contemplating a Legacy
I want to make sure that my kids are taken care of, but I know they won’t need all of this money. How do I balance my heirs and my philanthropy in my estate plan?
Money and family can make for a volatile mix. Even If you’re comfortable considering the topic of estate planning (I mean, let’s face it, who wants to sit around thinking about their own death?), trying to figure out how to make sure your kids have enough but not too much, all the while making sure your charitable interests remain intact no matter what happens over the next couple decades can be a daunting task even for someone like me who does this for a living, much less a mere mortal like yourself (pun intended).
I have experience coordinating between my clients, their kids, their favorite charities, and their CPAs & attorneys to make sure of three things: 1) My client’s wishes are accurately expressed in their various estate planning documents. 2) My client’s financial plan is aligned with their estate plan so that unintended consequences are unlikely. 3) There won’t be the types of surprises that are likely to create problems either between heirs or for your favorite charities.
Want to Learn More?
We offer a 20-minute complimentary, no-obligation consultation to discuss your primary concerns or questions.