Wealth Transfer Planning
Our Inheritance Design program helps retirees prepare heirs for their inheritance and memorialize their family legacy for generations to come.
Overview: This planning program helps retirees prepare heirs for their inheritance and memorialize their family legacy for generations to come. This service includes*:
- Documenting family story
- Defining family vision & principles
- In-depth legal review of estate plan**
- Multi-generational family retreat
- Inter-generational mentoring
How is this program offered? Combination of virtual and in-person meetings
Who offers this program? Justin
Want to learn more? Schedule a Virtual Discovery Consultation.
*This service is available for existing clients as well as families who are not investment advisory clients of J. Biance Financial. This is a fee-based service; however, discounted rates are available for existing clients.
**Completed by partner attorney. J. Biance Financial nor its agents or representatives may give legal advice.
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