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