Wealth Transfer

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Wealth Transfer

It takes special knowledge, experience, focus, and expertise to advise higher net worth families through the maze that is the Internal Revenue Code, and Trust Laws. High net worth families face many obstacles when attempting to create and pass a legacy for their loved ones. This is especially true for those who want to minimize estate taxes, and maximize asset and wealth protection. When it comes to the future of your wealth, there are three options: your chosen beneficiaries (often family), charity, or the government. Advanced estate planning and ongoing advise to maintain and administer your plan, can do wonders for your family legacy.