Estate Planning includes planning for retirement, education, wealth transfer to the next generation, continuation of a closely held business, wealth continuation through prudent asset allocation and investments and providing a legacy to your favorite charity.
We are continually striving to guide our clients in the following key areas:
- Creation of an estate plan that meets your needs and those of your loved ones including preservation of the estate's liquidity
- Developing with your legal counsel appropriate wills, trusts, and powers of attorney
- Reviewing asset ownership and determining reallocation that are more tax advantaged
- Developing a charitable plan, which still satisfies an adequate transfer of wealth to your heirs
- Creating life insurance trusts where needed
- Analysis of current and projected life insurance needs
If you would like to receive more information about our Estate Planning & Charitable Giving services, please call or email Thomas R. Seitz at tseitz@wesselcpa.com
