Estate Planning & Asset Protection Strategies
The goals of estate planning are to provide for financial security in life and to maximize the estate for family and any charities the client chooses following death. To fully leverage estate preservation opportunities and develop strategies to help achieve distribution objectives, we will work with your other trusted advisors (accountant and attorney) to consider:
- Will and trust design strategies
- Property ownership alternatives, including the review of titling to coordinate with the client’s overall estate plan
- Tax reduction strategies
- Life insurance analysis
- Qualified plan distribution alternatives
- Family-gifting strategies
- Charitable planning
- Employee stock option analysis