Wealth Transfer
You have accumulated substantial assets. You would like to preserve them and transfer as much of your wealth as you can to your heirs and/or charities. But federal (and state!) estate taxes as well as costs of long-term care may significantly erode your assets. Well-designed life insurance and long-term care insurance, along with a thoughtfully constructed estate plan may help you to efficiently maximize what your heirs ultimately receive.
Additionally, if you are a business owner, your business is likely the most valuable asset you own. So it's critical to have a clear plan for fully monetizing your business at some point in the future, and until then, preserve its value by safeguarding it against the unexpected. A well-crafted business succession plan, preserving business value, and ultimately maximizing business value are integral components of a sound estate plan.
Additionally, if you are a business owner, your business is likely the most valuable asset you own. So it's critical to have a clear plan for fully monetizing your business at some point in the future, and until then, preserve its value by safeguarding it against the unexpected. A well-crafted business succession plan, preserving business value, and ultimately maximizing business value are integral components of a sound estate plan.
Protect and Preserve Your Estate
// Provide liquidity to meet estate tax obligations efficiently // Maximize generational estate // Leverage charitable giving // Equalize inheritance among children // Provide financial security for a child with special needs // Safeguard your business value from the unexpected |
