ESTATE PLANNING

ASSET PROTECTION

Well designed and drafted documents can protect your assets now from:

• CREDITORS & PREDATORS
• DIVORCING SPOUSES
• LIABILITY LAWSUITS
• BANKRUPTCY

The right design can also protect future generations from the same threat of unintended beneficiaries of your estate.

TAX SAVINGS

Does your plan take full advantage of all the available tax exemptions and credits so that less of your wealth is lost to estates taxes, and more is passed to your loved ones?

Have you considered accelerating a portion of your wealth transfer now vs. when you pass in an effort to reduce taxes and maximize the amount of money to your desired beneficiaries without impacting your lifestyle?

FLEXIBILITY

Loss of access to gifted assets is often a reason gifts aren’t made in the first place. What if you can make an irrevocable transaction?

With regard to your legal documents, careful design can ensure that as much flexibility as possible is retained. This will allow you and/or your children to address and adjust to unforeseen circumstances.

FIDUCIARIES

Do you have the right fiduciaries in place (executors, trustees, guardians for your kids)?

Have you put your fiduciaries in the best position to succeed?

Do they know:

• What your wishes are?
• How to locate your legal documents and assets?
• How to handle your digital footprint (email, banking, social media, subscriptions, etc.)?