Generally, the goals of estate planning are to provide for financial independence in life and to maximize – given the client’s goals and objectives — the value of the estate for family and other heirs following death. To fully leverage estate preservation opportunities and develop strategies to help achieve distribution objectives, we consider:
- Will and trust design strategies in conjunction with your estate attorney
- Property ownership alternatives, including the review of titling and beneficiaries to coordinate with your overall plan
- Estate tax reduction planning techniques
- Insurance analysis
- Qualified plan distribution alternatives
- Family-gifting strategies
- Charitable planning
- Employee stock option optimization
- Generational wealth planning/family meeting facilitation