Estate & Wealth Transfer Strategies

Most families can benefit from estate planning. Some clients require simple solutions to address their healthcare issues, accomplish liquidity, and the build a plan for the disposition of their assets at death. Other clients who have a higher net-worth, may require complex strategies to minimize taxes, create liquidity, and accomplish their legacy objectives. 

As you work with clients on their estate and wealth transfer needs, refer to the charts on the following pages as a general guide to understanding the strategies that may help a particular client profile.