Challenges we help you solve
We help you clarify what your wealth should accomplish, identify financial gaps, and coordinate strategies with your estate-planning attorney and tax professionals.
The problem
How we help
We model potential federal and state estate-tax exposure under multiple scenarios; review whether portability and related filing decisions have been addressed after a spouse’s death; identify liquidity needs; and coordinate lifetime-gifting, generation-skipping, and other planning questions with your estate attorney and tax adviser.
The problem
How we help
We map each asset’s ownership, transfer method, beneficiary, value, and liquidity; identify property that may create probate or administration issues across multiple states; and help evaluate how closely held assets can fit into a more balanced inheritance plan.
The problem
How we help
We model the financial impact of gifts, intra-family loans, and trust-based strategies—including the tradeoffs among control, flexibility, income needs, tax basis, and removing future appreciation from the estate—before your attorney and tax adviser recommend or implement a structure.
The problem
How we help
We help compare gifts of cash and appreciated assets, donor-advised funds, private foundations, charitable trusts, and other approaches—then model timing, cash flow, embedded gains, and estate considerations for review with your tax and legal advisers.
The problem
How we help
We help estimate lifetime funding needs, review potential funding sources, and coordinate with a qualified attorney so assets and beneficiary designations support—but do not unintentionally undermine—the special-needs plan.
The problem
How we help
We help define the values and responsibilities you want to pass forward, organize family financial information, and facilitate conversations with heirs, trustees, executors, and other decision-makers so they understand their roles before a transition or crisis.
The problem
How we help
We help close the gap between documents and implementation. We compare account titles and transfer methods with your trust and intentions, review primary and contingent beneficiary designations, track trust-funding steps, and flag outdated documents or incapacity arrangements for your attorney to address.
Protect the plan from forced decisions
Estate taxes, debts, final expenses, equalization goals, and the ongoing needs of a business or property can require cash at an inconvenient time. We help quantify potential needs and evaluate available resources—including portfolio assets, reserves, and insurance strategies—alongside your legal and tax advisers.
White Aspen Capital provides financial advice and does not draft legal documents or provide legal or tax advice. Estate-planning strategies should be implemented and reviewed by qualified legal and tax professionals.
One coordinated plan
We define what you want your wealth to accomplish for family, causes, and future generations.
We evaluate cash flow, taxes, liquidity, transfers, and the financial impact of potential strategies.
We coordinate with your attorney, CPA, insurance professionals, custodians, and family—then help track the financial action items so the plan works beyond the signed documents.
Expanding our planning depth
Our team is pursuing advanced education in estate-and-trust coordination and proactive tax planning—two disciplines that touch nearly every major financial decision.
Currently pursuing · CES™
Financial Advisor · Certified Estate & Trust Specialist™ candidate
Cort’s CES coursework is expanding the firm’s ability to identify estate-planning gaps and coordinate the people and financial details behind a plan—from property titling, beneficiary designations, and trust funding to business succession, incapacity planning, and post-death administration.
Explore the CES™ curriculum ↗Currently pursuing · CTS®
Executive Financial Planner · Certified Tax Specialist® candidate
Christine’s CTS coursework is deepening the firm’s tax-aware planning across dividend and turnover drag, asset location, capital-gains management, tax-loss harvesting, Roth-conversion analysis, equity-compensation taxation, charitable giving, and multi-year tax projections.
Explore the CTS® curriculum ↗Cort and Christine are currently pursuing these designations and may not use the CES™ or CTS® credentials until all certification requirements are completed. White Aspen Capital provides financial advice and coordinates with qualified attorneys and tax professionals; it does not provide legal advice, tax advice, or prepare tax returns.
Legacy with intention
Let’s identify the financial decisions and family conversations needed to support your legacy.
Schedule a complimentary discovery session ↗