Who Will Benefit?
Provide a safety net for your family and loved ones
Give back to a worthy cause to make the world a better place
Without proper planning, your money goes to Washington
With careful planning, you can be sure your hard-earned assets and family values will be transferred as you wish. Whether your goals include minimizing estate taxes, creating positive change in the world through charitable giving or a combination of both, we can assist you.
Our process begins with listening. We listen and consider your history, your concerns and your aspirations. We gather, review and analyze the financial documents which detail your current financial situation. We then summarize our findings and in conjunction with your other trusted advisors, review your current situation, issues and available opportunities that will help you meet your goals.
Once a plan of action is created, we will proceed to implement your plan. We will work closely with all of the members of your advisory team to create, execute and coordinate those plans that will insure the achievement of your estate planning goals.
Wills and Trusts
Typically, our clients come to us with most “Phase I” planning in place, such as standard wills and trusts that take advantage of today’s estate tax laws and various insurance vehicles in place to meet survivor’s needs and possibly today’s estate tax liability. The problem is this: because you are successful, your estate tax exposure continues to grow and the planning you have completed does nothing to address the inflation of your estate tax liability.
While we can assist you with your “Phase I” planning, the value added that Cherry Street Partners brings is the elimination or reduction of estate tax inflation through “Phase II” estate planning.