Coronavirus Update: We are well equipped to address your financial/investment/retirement planning remotely through telephone and video conferencing. Per CDC guidelines, mask wearing is now optional for in-office meetings. For those who were recently exposed, or who are experiencing symptoms, we ask that you inform us, wear a mask, and keep a safe distance. Please call us at 305-931-3200 for further details about our services during COVID-19.
Protecting and Preserving Your Wealth
Protecting and Preserving Your Wealth
Properly devised and current estate plans and asset protection plans can help you preserve and protect assets during your lifetime, as well as minimize future estate tax liability and transference complications.
Our process of assisting clients with strategies for preserving wealth as well achieving the smooth transference of business and personal assets, includes consulting on a comprehensive multi-generational wealth transfer plan. Wills, trusts, asset titling, beneficiary designations, and charitable giving are all addressed.
Common objectives of our clients:
Private clients
- Multi-generational wealth transfer planning
- Estate tax avoidance/Probate avoidance
- Asset protection strategies/Trust Planning
- Planning for incapacity/Guardianships
- Assistance with asset titling
Business owner/Professional clients
- Strategies for protecting assets/assistance with asset-entity titling
- Business continuity/Succession planning
Medical Professionals
- Practice planning
- Asset protection
