Strategies to plan for an estate is an ongoing
process. You must not only develop and implement a
plan that reflects your current financial and
family situation; you must also constantly review
your current plan to ensure it fits and changes in
Contact STONESTREET ASSOCIATES, LLC, to
develop or update the strategies required to
help achieve your goals for your estate and
Involving both personal and business
strategies, we will work with you to help
determine your financial objectives for your
estate and transferring your wealth to family,
friends or favored charities.
Fundamental Questions about Estate Strategies
- Who should inherit your assets?
- Which assets should your survivors inherit?
- When and how should they inherit the assets?
We begin by evaluating your existing financial
profile and the level of current performance,
before establishing your future goals and
strategies to pursue them. We focus on helping
you build a lasting financial legacy for your
heirs and implementing trusts to allow your
assets to be distributed properly to family and