115 Wilcox Street
There are additional challenges and opportunities when you have accumulated more than enough wealth to support yourself. Questions that are top of mind often include:
Understanding gift tax, estate tax, generation skipping transfer tax, and income in respect of a decedent is essential for building a personalized plan that provides opportunities and reduces taxes for your family. Together, we will create a plan that aligns your wealth with what matters most to you.
Establishing an estate strategy is crucial, yet many wait too long to put their wishes in writing. Use this helpful guide to review your estate strategy and start conversations with your loved ones, financial professionals, and legal team.