Estate Planning for High-Net-Worth Individuals

Most high-net-worth investors spend dozens or more hours every year working with tax advisors to reduce their annual income tax. Yet, the largest tax of all – estate tax - does not get nearly as much attention, even though proper planning may save a large percentage of your estate. Today, it may be more important than ever to protect your assets from significant loss due to estate taxes. To learn more about our estate planning, and how it may fit into your overall financial picture, inquire with us about our Wealth Planning strategies.

Focusing on the fundamentals of wealth planning and the many complex issues raised by significant wealth, we have developed widespread capabilities to address issues of asset preservation, liquidity, risk management, charitable and philanthropic pursuits, retirement and education funding, as well as wealth transfer and estate planning.

Estate planning process

Let us help you with the basic and more advanced approaches to estate planning, from understanding how wills and trusts work to learning strategies that may help protect your beneficiaries and assets. Estate planning is an essential part of any financial plan. Let our professionals help you understand the key concepts and strategies, as well as what your options are when you receive an inheritance.


Why Develop an Estate Plan? There are some very good reasons to develop an estate plan. Among them are the following:

> Potentially reduce the amount of taxes that will have to be paid

> Increase the likelihood that your assets are distributed the way you want

> Provide the liquidity needed for estate settlement expenses at a minimum cost