Estate Planning and Philanthropy

What will my legacy be?

No one likes unpleasant surprises or unexpected financial burdens. Your Buffalo First Wealth Management, LLC Financial Advisor helps ensure that your family can avoid those situations by helping to facilitate open communication and putting in place comprehensive estate plans that are updated as necessary. Multi-generational planning is central to the Buffalo First Wealth Management, LLC Family CFO concept, and your advisor will orchestrate family meetings designed to simplify complex financial issues and help various generations understand your overall wealth strategy in collaboration with attorney estate planning. Your Family CFO will help you decide if, when, and how much of your estate will pass to future generations.

One of the greatest joys of accumulating wealth is using it to help others, so for many Buffalo First Wealth Management, LLC clients, their legacy isn’t providing only for their families. Together with your advisor, you will explore your charitable intentions and develop a plan to realize your estate planning goals.