Implementation Meeting
Once we have reviewed and set the direction for implementation, it is time to take action and put your plan into motion. Since your plan will be unique, it is critical that roles and responsibilities are determined before the plan is implemented. IFS will:
IMPLEMENT
Provide Tax Counsel Pertinent Information - Recommend as needed
Provide Legal Counsel Pertinent Information - Recommend as needed *
Open Investment Accounts and Transfer Assets for Management
Title or Re-title assets as Deemed Necessary
Re-balance existing investments to match the Investment Policy Statement (IPS)
Assign client and IFS responsibilities.
PURPOSE OF THE MEETING
Putting your plan in motion and establishing timelines and responsibilities.
* Representatives are not attorneys. They can help review documents and recommend a local attorney that specializes in estate planning. Estate planning can involve a complex web of tax rules and regulations. You should consider the counsel of an experienced estate planning professional before implementing any strategy.