Preserving wealth from one generation to the next can be complex and time-consuming. Guidance from a competent, experienced advisor will help ensure your financial success is shared with your family, friends and any charitable organizations you designate.
We will help you solidify your estate planning goals and we will work closely with your tax and legal advisors to ensure that your financial plan reflects your estate planning needs. Waterstone also has a wealth of resources available at our disposal through local attorneys: we, therefore, can assist you in navigating today’s complicated tax and estate laws.
- Trust services
- Tax-reduction strategies
- Legacy planning