Build a Legacy and Your Family’s Future Success
Devising a wealth transfer (estate) plan is an ongoing, complicated process and should not be left to simply writing a will and dividing up the property. Clark Nuber will work with your advisors—legal counsel, personal CFO, brokers, and others—to create a plan that helps you control the disposition of your wealth. We can guide you through the maze of strategies: Family Limited Liability Companies, annual gifting, 529 College Savings Plans and Guaranteed Education Tuition Funding, Qualified Subchapter S Trusts, Charitable Remainder Trusts, and others.
If you have experienced major events—birth, death, marriage, divorce, moving to a new state, business changes or changes in the value of your assets—it’s important to re-examine your financial plan in light of them. Our professionals help keep your wealth transfer and estate plan current, coherent, and effective.