Grandmother and Granddaughter

GENERATIONAL PLANNING

After building your wealth over decades, you want to ensure that it is passed to your family with intentionality and forethought, protecting your legacy and the life you envision for your loved ones.  AIS will help you integrate your estate objectives into your overall investment plan, including estate coordination, asset management, and legacy planning. AIS works with your estate planning attorney and CPA to initiate and oversee strategies designed to reduce your estate taxes and philanthropic objectives.  With a clear plan in place, you can rest assured that your legacy has been solidified.