ESTATE, TRUST AND WEALTH PLANNING

When it’s time to think about retirement, the choices for funding that retirement are numerous. Many of our personal clients are long-term investors who’ve seen significant appreciation over time. Our business clients look ahead to a sale event that will allow them to monetize their years of hard work and sacrifice.

At that point, both personal and business clients want to maximize the value of what they’ve achieved, minimize tax that must be paid over time and ensure their wishes for sharing with family and others are carried out.

Your team at Vantage Point can help ensure that your hard-earned wealth is maximized, protected and managed according to your needs and wishes.