Wealth Preservation

For clients with larger estates, estate taxes can erode a significant percentage of the assets they have spent their lives building.

Learn More
Comprehensive Plan

Wealth Transfer Plan

This heavy tax burden can have many negative consequences. Many successful businesses cannot continue to the next generation. Banking relationships may become strained. Real estate holdings and closely held businesses may be sold at below market prices to generate cash to finance estate taxes. A comprehensive wealth transfer plan involves a number of areas that must be strategically coordinated to help prevent unnecessary taxes and other costs. These concerns include:

  • Source of funds to pay estate taxes
  • Illiquid asset preservation
  • Multi-generational family wealth planning
  • Leverage of lifetime gift tax exemptions
  • Estate equalization
  • Analysis of existing Split Dollar arrangements
  • Business continuity planning
  • Asset protection
  • Charitable planning