Why Evaluate Your Estate Plan?
If you have significant wealth, reviewing your estate plan isn’t just a good idea—it’s essential. At its core, estate planning ensures that the people and causes you care about receive the assets you intend for them. But for high-net-worth individuals, there’s more at stake.
Once your estate reaches a certain size, tax considerations become a critical factor. Without proper planning, a substantial portion of your legacy could be lost to estate taxes. That’s why our team collaborates closely with clients, business owners, CPAs, and attorneys to elevate the planning process.
A common goal is to establish strategies that either minimize potential estate tax exposure or leverage tools to pay those taxes at a discount—preserving more of your wealth for future generations.
While we do not provide legal advice, we work alongside your legal and tax professionals to help align your estate plan with your broader financial goals.
