Kochis Fitz

Wealth Transfer

Because it often operates at the three-way intersection of love, money, and most clients’ reluctance to even contemplate their own or loved-ones’ death, wealth transfer is by far the most sensitive area of planning. Wealth transfer strategies employ the most advanced technical skills, wisdom, and client insight of our very seasoned professional staff.

Kochis Fitz Wealth Managers are expert in the broad array of estate planning issues and opportunities, including the use of wills and trusts, optimal forms of property ownership, estate and gift taxes, philanthropy, and strategies for property transfer between spouses and through the generations of the client’s family. We work with our clients’ attorneys to craft and implement family limited partnerships, family LLC's, stock option transfers, special needs, incentive, and dynasty trusts as appropriate to clients’ objectives.

In some cases where life insurance is appropriate to either or both survivor support needs or estate liquidity, we determine optimal amounts and structure of the insurance portfolio and work with independent insurance brokers to place needed coverage at least available cost.