Forge your Family Legacy

At Wooster Corthell, we understand the unique needs of affluent families seeking to secure their legacy for generations to come. We know the intricate web of decisions that come with great wealth, and we are committed to providing a guiding hand in preserving your family's prosperity.

Here are some common solutions we work on with our clients:

Gifting Strategy: We work with you to determine the most appropriate gifting strategies, ensuring that your wealth is transferred smoothly and effectively. We help you navigate annual gift tax exclusions, lifetime gift tax exemptions, and understand the potential impacts of gifting on your overall financial situation.

Educating The Next Generation: One of the most critical aspects of wealth transfer is making sure the next generation understands how to manage and sustain the wealth they will inherit. We provide comprehensive educational resources and guidance to help prepare your loved ones for the responsibilities that come with wealth.

Estate Tax Considerations: Understanding estate tax implications is crucial in legacy planning. Our team will guide you through the nuances of estate taxes, helping you to leverage tax-efficient strategies while ensuring compliance with all applicable laws and regulations.

Registration and Beneficiary Review: Proper asset registration and beneficiary designation are essential to ensure your wealth ends up where you intend it to be. We perform meticulous reviews of your assets and beneficiaries on file, helping prevent any potential disputes and complications down the line.

At Wooster Corthell, we take a comprehensive, empathetic approach to wealth management. We understand that wealth is more than just money – it's about family, values, and legacy. We are here to help you secure a future for your loved ones while preserving the wealth you've worked so hard to build.

Ready to take the steps towards creating a lasting legacy?

Book a meeting with us today to discuss your family's wealth management needs. Together, we will craft a plan that aligns with your aspirations and values.