Chelsea Riggin advises clients on wealth preservation strategies, including estate planning, business succession planning, and trust and estate administration. Chelsea tactically develops and implements wealth management solutions, weighing the impact of gift, estate, and generation-skipping transfer taxes, as well as state and federal income taxes to align succession plans with a client's specific vision. She guides clients every step of the way, from the planning, strategizing, and conception stages to working with clients' teams of advisors to execute strategies and prepare required filings with the Internal Revenue Service (IRS), such as gift tax returns and estate tax returns.
Chelsea values the client experience and uses her communication skills and personable demeanor to provide clients with an understandable, efficient, and comfortable experience. She enjoys working with a wide range of clients, from young professionals and families seeking basic estate planning guidance to multigenerational families seeking complex trust and business entity planning.