Family Wealth Transfer & Estate Planning


Family Wealth Transfer and Estate Planning


Often an uncomfortable topic, estate planning and transfer of wealth to the next generation doesn’t have to awkward to discuss with your advisor or family members. At CORE Partners Financial, we assist our clients to address these vital issues, and help them make the decisions that will pay off in the future.

We can help you put in place a plan that protects you from loss of income due to disability or critical illness, or even premature death. We can further help ensure the taxes on your assets left to heirs will be minimized.