Elaborate Estate Planning Tools

Elaborate Estate Planning Tools

Have you accumulated a significant amount of wealth and require additional tools as part of your estate plan?

Income taxes on death and estate taxes take on increased significance when a lot of wealth has been accumulated.  Asset protection is another important consideration.

A variety of tools and strategies are available to maximize the amount of money available to your beneficiaries upon death:  family trusts, corporate estate freezes, etc.  In most of these cases, we work with your accountant and financial planner work more closely to structure your estate plan accordingly.

We would be pleased to work with you, your financial planner and your accountant on your estate plan. If you do not already have a financial planner and accountant, please contact us as we can refer you to excellent professionals who we are well acquainted with.