Our approach to estate planning is consistent with our approach to wealth management. We begin by working with you and your team of advisors to understand your needs and objectives, as well as your values as they relate to wealth transfer. We realize that preserving wealth from one generation to the next can be complicated, and that mistakes made in the planning stages of estate construction can cause irreparable damage. Thus, guidance from a team of objective and informed advisors is essential to ensuring your financial vision is carried on according to your wishes.
At Polaris, we first discuss your goals and concerns, and then review the assets, liabilities, and ownership structures in your current estate. We coordinate with your tax and legal advisors to provide a set of estate planning recommendations that are designed to help you achieve your goals within the framework of your wealth picture and in a tax efficient manner.