Preserving Your Legacy
In order to facilitate a smooth transition of family wealth between generations, we dedicate a team to your family to identify key family issues, goals and priorities. Your team can help with:
- Identification of family estate planning needs, goals and objectives
- Succession planning for family groups and family businesses
- Inter-vivos and testamentary gifting to family members
- Inter-vivos and testamentary charitable gifting opportunities
- Life insurance planning and administration
- Estate tax monitoring and planning
- Valuation of estate assets for distribution and tax purposes
- Estate administration
- Gathering, processing and analyzing all related estate planning information into a comprehensive and cohesive recommended estate planning agenda
- Reviewing and revising estate planning as needed
Let us put our service and expertise to work for you.
Contact Synovus Family Asset Management at 706.649.5756.