Make a Lasting Impact
Deciding how to divide and transfer your estate can have a major impact on you and your heirs. The key to successful wealth transfer lies in strategic planning, from deciding on your specific legacy goals to sharing your intentions with family, and working with your wealth management estate planning advisors to execute the plan.
However, if you don't properly structure your estate, you may inadvertently owe a large amount of estate taxes which could burden your heirs. Sechrest & Bloom’s integrated accounting and wealth management model gives you the benefit of financial advisory services that consider both the tax and accounting implications of all decisions. By using this combined approach, you are able to meet your specific goals in a cost-effective and tax-advantaged manner.