Wealth transfer and estate planning are processes that are very personal and cannot be overlooked!  We address the technical subjects of tax planning, estate analysis, risk management, ROA maximization and gifting strategies which are often subjects that are mis-understood or underutilized within people’s larger estate picture.  We are willing to and often work alongside a client’s accountant, attorney and financial advisor to accomplish the most effective succession or wealth transfer plan for that particular client.  These other professionals can play a key role in Monarch’s advisors having all the important information in order to give proper guidance.  In working with this group of professionals Monarch’s goal is to provide solutions in the following areas:

  • Tax Saving Strategies
  • Gifting Strategies
  • Charitable Giving
  • Asset Leveraging Strategies
  • Tax-free Asset Accumulation Strategies
  • Multi-generational Family Legacy Planning

Bottom Line…..our primary goal is to ensure that a client’s estate is transferred/dispersed in the most tax-efficient manner possible within the law.  By employing some of the listed strategies above clients are oftentimes brought to tears as they begin to understand the implications to their children and grandchildren through their estate planning provisions.  One of the biggest misconceptions we encounter are clients feeling like they don’t have enough of an estate to really “Make a Difference” or feeling like most impactful estate planning strategies are really expensive…this couldn’t be farther from the truth.  It only takes a short conversation as we “dream” with clients to identify what holds the most value to them to determine which wealth transfer strategies would be the most appropriate to explore based on their desires.

Finally, part of doing the wealth transfer planning involves strategically coordinating a number of areas within a client’s estate to help prevent unnecessary taxation and other inefficiencies such as:

  • Funds to pay or replace estate taxes
  • Real estate & illiquid asset preservation
  • Asset protection
  • Charitable planning
  • ROA maximization
  • Multi-generational family wealth planning
  • Leverage of lifetime gift tax exemptions
  • Business succession or buyout planning

If you are unsure which services you may need, or would like to make a general inquiry, then please click the button to contact us.

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