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Wealth Planning

Securing your legacy


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Wealth planning for the future of your legacy and your eventual heirs can be complex and difficult to face. The issues that need to be confronted are far easier to avoid than to address. But effective planning can reduce the likelihood of family conflict as well as the possible tax costs associated with your passing.

Regardless of the size of an estate, a basic estate plan is necessary to address fundamental issues such as guardianship of children, the disposition of assets, charitable bequests, and responsibilities for carrying out your express wishes. For wealthy individuals, the estate plan must do much more as it becomes the roadmap from which a legacy will be established and implemented.

In this article, we address some of the questions about wealth planning that wealthy individuals and families may face in this ongoing process. The article discusses:

  • Wealth planning strategies, including tax efficiency and lifetime transfers
  • Some special wealth planning considerations for business owners
  • Family conflict, charitable giving, and other situations which may complicate or add complexity to wealth planning
  • Getting started (or restarted), including who to include, guidance on reviewing or updating plans, and planning amidst tax law and economic uncertainty.

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