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Estate Planning & Asset Protection

Generally, the goal of estate planning is to provide for the orderly transfer of wealth to the next generation, and in the process:  

  • Maximize the amount of wealth that may pass through good lifetime planning and the judicious use of leverage;
  • Reduce estate settlement costs;
  • Reduce the risk of “unintended beneficiaries” which may include potential creditors of wealth beneficiaries as well as the imposition of estate, inheritance and income taxes at death;
  • Pass on values as well as valuables.

We work along with your attorney and other trusted advisors to develop a well-coordinated estate plan to address all these goals and any others which may be important to you.

  • Will and trust design strategies
  • Property ownership alternatives
  • Estate and income tax reduction techniques
  • Insurance analysis
  • Citizenship and residency issues
  • Coordination of your advanced directives and health care wishes
  • Qualified plan distribution alternatives
  • Family-gifting strategies
  • Treatment of business interests

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