Estate Planning

Estate or multigenerational planning involves the tax-efficient preservation and transfer of wealth; it also extends to intangible concepts such as family values and legacy wishes.

At Next Horizon, we believe that while the conversations about multigenerational planning should begin with the first generation, the real success of an estate plan depends on how well the details of that plan have been communicated to the family members. We assist in not just building a great estate plan but go that extra mile to ensure that steps are taken to properly implement the ideas and periodically following up as circumstances change. Our role in your estate planning involves working with your attorney who would be responsible for drafting estate planning documents. We do not offer legal services.


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