Trust and
Estate Planning

Leave a Legacy for Your Loved Ones

TAG is committed to helping you protect and grow your assets so you can one day transfer a legacy to your heirs and/or favorite charities.

happiness concept, silhouette of feet of couple sitting on the pier at sunset beachPlanning for what happens to your estate after you die should be an integral aspect of your overall financial management strategy, even if you’re young and even if you think you don’t yet have anything that resembles an “estate”. TAG requires no minimums and will work with you at whatever stage you currently are to ensure worry-free transgenerational wealth transfer when the time comes. Estate planning is most effective when it is a collaborative process and we encourage continued conversations with our clients as your needs and goals evolve over time.

Effective estate planning can:

  • Prevent unintended beneficiaries (including the government)
  • Protect families with young children
  • Spare heirs a big tax bite
  • Provide assurance at a difficult time
  • Prevent family squabbles by outlining your wishes

As part of the overall estate planning process, we work with many clients who are parents or grandparents on establishing and funding a trust for the benefit of their children (or future generations) to avoid unexpected pressure from future potential creditors – including a divorcing spouse.

When additional professionals, such as lawyers and accountants, are necessary, we are happy to work with your existing counsel or would be pleased to introduce you to our vetted network of outside professionals.

Transgenerational Wealth Transfer

As part of the overarching TAG philosophy, we are committed to getting to know you, your family and your goals so that we can tailor your plan accordingly. TAG understands that each client situation is unique and that the strategies to transfer and protect wealth are not a one-size-fits-all.

We also understand that an effective estate plan addresses the challenges of family dynamics and often requires special care. If you’re amenable, we will bring the next generation into the discussion to facilitate the smooth transfer of assets when the time comes.

Whether your situation involves a blended or untraditional family or exploring long term care for an individual with a disability, we dive into the details to provide guidance and peace of mind.

Prenuptial and Postnuptial Agreements

While it might be a challenging topic to discuss, these agreements can be an important aspect of planning for how your family’s legacy will be passed down. TAG advisors have deep experience in helping families talk about, and implement, effective pre- and postnuptial agreements to safeguard wealth and protect family assets. We also often talk with our clients and their families about transgenerational wealth transfer strategies more broadly.

Work With Us

Whether you join TAG with your existing advisor or as a new client on your own, our level of service and commitment to your financial success is the same. Contact us today to get started.