As a core member of the Schwab Wealth Advisory team, George works closely with wealth advisors to bring a broad range of advanced estate planning expertise. George can discuss a client's current wealth management situation, assist in identifying estate planning goals, and provide ideas and suggestions to help achieve those goals. George offers consultations and analysis on topics such as trust and estate planning, risk management and insurance, transfer tax and postmortem considerations. In addition, George can consult on topics such as charitable gift planning, business formation and succession, and asset protection. It's a modern approach to wealth management—so clients can take ownership of their financial future.
