Quest serves our customers by organizing complicated financial information in a simple way so that our clients can think about the organization of their assets to maximize their estate planning options. With regard to estate planning we view the planning process as a consistent continuous plan that is constantly evolving due to changes in family dynamics, shifts in the economy, legislative and tax law changes, along with new opportunities that arise that contribute to the assets of the family, etc. Once estate documents are signed the assets still need to be managed, retitled, reported on, and monitored in a consistent manner.
Quest works with estate attorneys, trustees, beneficiaries, investment firms, and CPA firms to accomplish the ideal outcomes for our clients. Our firm serves as the financial integrator or the CFO of the family estate planning team.
Typically, estate planning is covered in both our explore and legacy packages. In this process, a thorough analysis of the business owner’s net worth is performed as well as a thorough understanding of potential marketability of the business is done.
Main goal of estate planning would be to preserve the future of the company and the financial security of your family.
Our client service team will deliver a customized management summary with observations, recommendations, and a timeline for goal achievement when developing an estate plan