Active estate planning and a sound estate plan helps you know your heirs are protected.  As state and federal estate tax laws change, estate planning becomes more complicated. Families obtain more wealth and own multiple properties, acquire tangible appreciated assets and use multiple trusts to fulfill different financial planning objectives.  Estate and legacy planning should be an active process by your team, much like wealth management and active investing. Your estate plan should be built on personalized strategies and frequent updates as market conditions, laws and family structures change.

We often observe most families do not have adequate contingency plans in place for the unexpected. We work hand-in-hand with your team to make sure your estate plan is sound with appropriate provisions for life’s contingencies.

Every family can benefit from effective legacy and wealth transfer planning. Call or email us today to schedule an appointment with one of our financial advisors and discover the benefits of some basic planning tools and strategies we utilize.

David Merrell

David has been delivering Comprehensive Wealth Management solutions to clients for nearly 20 years. In 2008 he founded TBH Global Asset Management, LLC with his wife, Holly, after spending 11 years honing his craft at various public institutions. David is an avid reader of anything Behavioral Finance and works with each client to understand their planning and investment biases.