Estate & Wealth Transfer
What happens to your wealth when you're no longer here?
If you don’t have a clear estate plan, the government has one for you — and you won’t like it.
The Problem
You’ve spent decades building wealth. But if you haven’t structured how that wealth transfers to the next generation, a significant portion of it may go to taxes, probate fees, and legal complications instead of your family.
Most people know they need a will. Far fewer have coordinated their beneficiary designations, reviewed their insurance structure for estate purposes, or thought about how to equalize an estate when one child inherits a business and another doesn’t.
What We Do
- Will and estate planning coordination with your legal team
- Beneficiary designation review across all accounts and policies
- Probate minimization strategies to protect your estate from unnecessary fees
- Trust planning for family members with specific needs
- Intergenerational wealth transfer with tax-efficient timing
- Life insurance structuring for estate equalization and tax liabilities
The Reframe
Estate planning isn’t about death — it’s about legacy. It’s about making sure the wealth you’ve built goes where you want it to go, when you want it to go there, with the least amount lost to taxes and bureaucracy. A proper estate plan is one of the most meaningful things you can do for the people you love.
Free · No obligation · 100% confidential