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Estate Planning

Estate planning

Estate planning

The importance of comprehensive estate planning is an essential part of our clients' financial journey. We work closely with our clients’ outside estate planning attorneys to assess their potential estate tax liability and assist in developing tailored solutions to attempt at minimizing it. Through a meticulous process, we delve into clients' financial circumstances to understand their unique needs and goals. Our estate planning process involves repositioning assets outside of the estate by leveraging a range of trusts and financial vehicles. We also offer guidance on gifting strategies and the utilization of charitable trusts to further reduce estate tax liabilities. By implementing these strategies, we aim to help clients maximize the legacy they leave behind while alleviating the tax burden on their heirs. Moreover, in collaboration with estate planning attorneys, we aim to ensure that our clients’ estate documents, including wills, trusts, and healthcare directives, are up to date and aligned with their current wishes. By addressing potential gaps and regularly reviewing their estate plan, clients can have peace of mind knowing that their affairs are in order, their loved ones are protected, and their legacy is preserved according to their wishes.

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