High Net Worth Estate Planning
Protecting a large estate is complicated but it also provides opportunities. Not only are there the customary concerns with avoiding the court system and planning for the possibility of incapacitation, there are significant federal and state tax issues that arise from the transfer of assets to your loved ones. Failure to keep abreast of changes created by the IRS, the Courts and Congress can disrupt the best intentions and plans.
Wealth can be a blessing or a curse. But high net worth estates also present opportunities to carefully transfer that worth to your loved ones so as to preserve your values and protect generations of loved ones from the consequences of sudden wealth, changes in lifestyle, divorce and lawsuits. We can help protect both your family and your wealth with techniques such as:
- Asset Protection Trusts
- Family Dynasty Trusts
- IRA Inheritance Trusts
- Irrevocable Life Insurance Trusts
- Family Limited Liability Partnerships and Limited Liability Companies