Estate Planning & Intergenerational Planning
Our advisors at CorePath are here to help you make decisions on how your assets will be distributed not just for you to enjoy, but for the next generation as well. With our intergenerational planning, we address and plan for wealth transfer after death as well. From minimizing taxes, to ensuring that beneficiaries receive their intended benefits, you need to be confident your wishes are carried out. This may involve establishing trusts, creating a will, or designating beneficiaries for retirement accounts and life insurance policies. Our financial, tax and legal team collaborates to provide guidance on tax-efficient strategies and help clients navigate the complexities of estate planning.