Stanley-Laman Group
Stanley Laman Group Ltd. is committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise. SLG is an investment manager and financial advisory firm.
Of the broad range of financial planning services that the Stanley Laman Group delivers to its clients, perhaps the most important for individuals is estate planning. The staff at SLG that is involved in this crucial area consists of a variety of planning professionals, including Chartered Financial Analysts and Certified Financial Planners, as well as three attorneys. Their training and expertise are instrumental in helping them to understand the most complex financial arrangements, documents, and entities. In addition to developing solutions that will avoid or eliminate conflicts within families and businesses, the expert legal team in the SLG estate planning department reviews an estate’s current structure and documentation and compares these with their state-of-the-art counterparts, with the goal of ensuring functionality and durability.
When dealing with an estate for the first time, the SLG estate planning team will first analyze the assets involved and then explore the client’s objectives, limitations, and tolerance for risk. The SLG staff next projects the estate’s asset flow and tax liabilities under the current configuration. When appropriate, the team also reviews alternate strategies with the client, illustrating their anticipated effectiveness, especially with respect to tax minimization. If, as is often the case, additional life insurance is deemed necessary, SLG is a completely independent insurance broker and selects carriers based exclusively on clients’ needs. Once the client approves the implementation of an alternate strategy, the SLGn estate planning team executes it.
The tax benefits built into many trusts and estates are often compromised or lost because there is little meaningful follow-through. Once an estate or trust is set up to the client’s satisfaction, the SLG Trust and Estate Plan Servicing Group assumes responsibility for monitoring and servicing the plan on an ongoing basis. This includes preparing gift and estate tax returns; reporting investment performance along with any necessary supporting data and calculations; and sending notices to beneficiaries, as well as money transfers and cash disbursements. In addition, asset performance is monitored daily, and SLG keeps abreast of legal developments as they apply to the terms of the trusts and estates it manages.
Of the broad range of financial planning services that the Stanley Laman Group delivers to its clients, perhaps the most important for individuals is estate planning. The staff at SLG that is involved in this crucial area consists of a variety of planning professionals, including Chartered Financial Analysts and Certified Financial Planners, as well as three attorneys. Their training and expertise are instrumental in helping them to understand the most complex financial arrangements, documents, and entities. In addition to developing solutions that will avoid or eliminate conflicts within families and businesses, the expert legal team in the SLG estate planning department reviews an estate’s current structure and documentation and compares these with their state-of-the-art counterparts, with the goal of ensuring functionality and durability.
When dealing with an estate for the first time, the SLG estate planning team will first analyze the assets involved and then explore the client’s objectives, limitations, and tolerance for risk. The SLG staff next projects the estate’s asset flow and tax liabilities under the current configuration. When appropriate, the team also reviews alternate strategies with the client, illustrating their anticipated effectiveness, especially with respect to tax minimization. If, as is often the case, additional life insurance is deemed necessary, SLG is a completely independent insurance broker and selects carriers based exclusively on clients’ needs. Once the client approves the implementation of an alternate strategy, the SLGn estate planning team executes it.
The tax benefits built into many trusts and estates are often compromised or lost because there is little meaningful follow-through. Once an estate or trust is set up to the client’s satisfaction, the SLG Trust and Estate Plan Servicing Group assumes responsibility for monitoring and servicing the plan on an ongoing basis. This includes preparing gift and estate tax returns; reporting investment performance along with any necessary supporting data and calculations; and sending notices to beneficiaries, as well as money transfers and cash disbursements. In addition, asset performance is monitored daily, and SLG keeps abreast of legal developments as they apply to the terms of the trusts and estates it manages.