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S T R O N G
LEGACY PLANNING

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Elizabeth Strong, MBA, CFP
Strong Legacy Planning
(415) 442-8324

 

 

Estate Planning
 
  • Assistance with creating or updating your estate planning documents.
  • Explanation of the benefits of living trusts.
  • Help with decisions that need to be made before visiting your attorney.
  • Illustrations of asset transfer upon first and second deaths based on current document instructions.
  • Education and design strategies for asset transfer to children/grand-children to reduce estate taxes.
  • Advance estate and gifting strategies - education and descriptions - final drafting by your attorney.
    - Recommended strategies include: Family Limited Partnerships, GRATS, Defective Grantor Trusts.
  • Assistance with education and design of life insurance solutions to pay estate taxes and maximize asset transfer to the next generation.
 
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Financial planning for families and business owners.

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