Family

  • Estate planning
    → Will, revocable trust, and advanced directive planning and coordination
    → Special needs trusts
    → Payable on death (POD) / transfer on death (TOD) accounts
    → Family limited partnerships
    → Irrevocable trusts
    → Joint ownership and community property analysis
    → Estate administration and settlement management
    → Incapacity planning
  • Direct and regular coordination and interfacing with your estate planning attorney
  • Legacy planning
    → Family gifting strategies and considerations
    → Retirement account and annuity beneficiary planning
    → Multi-generational wealth planning and family meeting coordination
  • Education and college cost planning
    → Higher education cost analysis
    → Section 529 educational investment account analysis
    → Review, utilization, and optimization of alternative education funding and accounts: UTMAs, Education IRAs, etc.
    → Grant, scholarship, and financial aid modeling and analysis
  • TPW Friends, Family, and Colleagues benefit
    All colleagues, friends, and family members of current Towerpoint Wealth clients have full, immediate, and no-strings-attached access to our planning, counsel, and expertise, free of charge, independent of whether they are or become a client.