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Estate Preservation

Generally, the goals of estate preservation are to provide for financial security in life and to maximize - given your goals and objectives - your estate for your family following death. To fully leverage estate preservation opportunities and develop strategies to help achieve distribution objectives, we consider:

  • Will and trust design strategies
  • Property ownership alternatives, including the review of titling and beneficiaries to coordinate with your overall plan
  • Estate tax reduction techniques
  • Insurance analysis
  • Qualified plan distribution alternatives
  • Family gifting strategies
  • Charitable planning