Putney works closely with clients and their attorneys to explore the range of applicable estate planning and estate tax reduction alternatives. We typically review client estate planning documents, including wills, trusts, durable powers of attorney, and durable powers of attorney for health care. We also discuss the status of personal annual gifting plans and the use of lifetime gift tax exclusions, as well as customized gifting plans.
Family objectives are incorporated as well as the need for multi-generation planning. These discussions might focus on education costs, support for dependent family members, succession planning for family businesses, or the establishment of family charitable or investment vehicles.
We focus on these issues from a financial perspective. Based upon our experience in managing family, trust, and charitable assets, we can alert clients to the practical day-to-day implications of possible estate plans and highlight issues that might lead to difficulties in future years.
The Putney Financial Group LLC Relationship Summary
Securities are provided by Arete Wealth Management, a registered broker-dealer located at 1115 W. Fulton Market, 3rd Floor, Chicago, IL 60607, and a member of FINRA/SIPC. Securities are held in custody for your account by Pershing LLC, a subsidiary of Bank of New York.
