It’s your legacy.
It should reflect your wishes.
The transfer of wealth is not just a financial consideration - it’s a deeply personal one.
That’s why Stone Carlie’s Trusts & Estates Services Group works very closely with you to make sure that your wishes are carried out. We’re with you every step of the way, from helping you establish your financial goals to assisting with the transfer of assets to your loved ones, beneficiaries and trusts.
Our experts stay on top of the ever-changing regulations pertaining to transfer of assets. We stay abreast of new planning strategies that enable you to minimize gift and estate tax liabilities. In other words, we navigate the many complexities of estate planning, allowing you to keep your focus where it should be—on your family and your business.