Estate Planning is a responsibility that lasts multiple generations. Rather than simply helping our clients answer the question of “Where do I want my stuff to go?”, we address the deeper concerns regarding the transfer of wealth.
help our clients who have philanthropic goals, but are unsure of how to make a meaningful difference without significant current sacrifice.
Most of all, we address the concerns of keeping the family cohesive and informed while leaving a meaningful, lasting legacy.
Through collaboration with trusted advisors, we will work to align the goals and objectives through the update of wills, trusts, and core documents. In addition, we will update or establish appropriate gifting and sale strategies. We take on the responsibility of coordinating the various financial instruments involved including liquid investments, life insurance, and entity structures.
Once a plan has been established and implemented, it must be periodically maintained. We establish an appropriate review schedule to determine if updates are necessary based on legislative impacts, circumstantial changes, or administrative updates.
We will include a comprehensive review and management strategy of the financial instruments involved. We review the strength of those instruments to ensure a consistent alignment is kept with the family’s goals and objectives.
Comprehensive estate planning extends beyond any single generation. At Granite Harbor Advisors, our business succession and continuity plan will ensure each generation to follow continues to have the same best-in-class experience. Our clients have worked hard for their wealth, and it is our commitment to protect and preserve that wealth for generations to follow.