Stuart Crandall

Practice

I currently serve as the Director of Financial Planning at HCM. As part of our financial planning process, we’ll analyze a clients existing estate plan and coordinate our reccomendations to be consistent with that plan. Often times, financial planning will lead to estate planning questions. Through ongoing collaboration with their estate/tax professionals, we’ll all be better positioned to deliver tailored advice to our shared clients.

Areas of work

• Analyzing existing life insurance coverage for continuing relevance to the estate plan
• Charitable gift planning
• Developing strategies to minimize potential estate and gift taxes
• Developing plans to conserve assets during lifetime and at death
• Retirement distribution planning
• Preparing comprehensive financial plans

At the council

Attends the dinner meetings through the October–May season and is listed in the member directory by discipline.