Estate Planning and Administration

The Opportunity of More Than One Lifetime

The Corundum Group possesses a unique niche in developing comprehensive strategies designed to preserve and increase your assets while providing for the orderly and tax-effective transfer of wealth from generation to generation.
As part of our charge we monitor and evaluate tax proposals and regulatory changes, offer recommendations on how to refine your plan, and use a broad range of proven strategies including: gifting, lending, trusts, partnerships, and investment and insurance techniques in the deployment of a family’s assets.
As we see it, your estate plan is something to be reviewed and reshaped as often as necessary to serve your family’s financial needs. And because these needs usually change over time, we offer family office services to help make the most of every opportunity—from intra-family wealth transfers, to plans and strategies that maximize the tax savings and annual gift exclusions.

* Investment products are not FDIC insured, not guaranteed by a bank and may lose value.