Estate Planning
An estate plan is a plan you make that lets you choose how your money will be used after you die. Having one makes it easier for your friends and family to avoid conflict and confusion and can help you keep supporting the people and organizations that you love after you’ve died. A well-crafted estate plan can minimize the amount of state and federal estate taxes that will need to be paid after your death, which leaves more money for your friends, family and the organizations you care about.
Do you want to set up a trust fund to help your grandchildren go to college? Do you want to leave money to your favorite charity? Think about how you’d like to help the people and organizations that have mattered the most to you throughout your life and then tell us what you’d like to leave for them and we will create an estate plan for you that honors your wishes.
Below are just a few of the estate planning-related problems we’ve been able to solve for clients. Click the silver bar for each problem to learn more about how we can solve them.
Estate Tax Mitigation
High net worth individuals and families are often concerned about the potential impact of estate taxes on their legacy. We can develop strategies such as gifting, creating trusts, and utilizing charitable donations to minimize estate taxes and maximize the transfer of wealth to heirs.
Ensuring A Smooth Wealth Transfer
Ensuring that assets are transferred smoothly and according to the client’s wishes can be complex. We can help set up appropriate legal structures, such as wills and trusts, to ensure a seamless transfer of assets and reduce the potential for disputes among beneficiaries.
Protecting Assets from Creditors and Lawsuits
High net worth individuals and families may worry about protecting their assets from potential creditors and lawsuits. We can create a planning team for you that can recommend asset protection strategies, such as creating family limited partnerships or irrevocable trusts, to safeguard wealth from external claims.
Business Succession Planning
For businesses owners, planning for the transition of ownership and management is critical. We can help develop a comprehensive business succession plan that addresses issues like valuation, buy-sell agreements, and the selection of successors to ensure that your business continues to run smoothly.
Managing Family Dynamics and Legacy Wishes
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Balancing the diverse interests and needs of family members while honoring the your legacy wishes can be challenging. We can facilitate family meetings, help clarify the client’s intentions, and create a detailed estate plan that aligns with both the client’s goals and family harmony. |
Ready to discuss your Estate Planning needs? Contact us!
If you’re interested in working with us, you may call and text us at (781) 237-0123, or scroll down a little and schedule an introductory appointment with a financial advisor by clicking on a date that works for you on the calendar.