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We can help you formulate your priorities to create an estate plan that reflects your long-term goals and avoids undue complexities. This includes planning for the critical issues involved in the thoughtful distribution of your estate and securing your legacy. If much of your wealth is concentrated in a closely held business or real estate, carefully planning for the ownership transition of these assets is of paramount importance. While it is crucial that you keep your estate documents current, many of our clients focus on gifting to their children or grandchildren during their lifetimes.

We’ll work with you to balance the timing and scope of wealth transfers, in concert with broader tax considerations. Many of our clients prioritize helping their children with down payments on a home. We also advise on 529 plans and other education planning strategies to help you fund the education for your children, grandchildren, nieces, or nephews.

When young adults will be recipients of significant wealth, our clients often ask us to be involved in the financial education of their heirs and structuring of trusts. In coordination with the desires of our clients, we can work with the children or grandchildren of our client to help them advance their financial literacy.

*Please Note: Limitations.  The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client.  Blume Capital does not serve as an attorney, accountant, or insurance agent.  Blume Capital does not prepare legal documents, nor does it sell insurance products.  When requested, Blume Capital will work in conjection with your legal, accounting and insurance professionals.