Description: Learn how our estate tax planning expertise can help you, and your financial and legal teams protect your family’s financial legacy.
You proudly count yourself among the wealthiest Americans – you’re in one of the high net worth classes ($10 million and up). Only about one percent of American households fall into this category, and one of the most important things in life is to safeguard the family wealth and lifestyle so future generations will benefit according to your vision.
This is part of an individual legacy, and it is what will be left to future generations. It may come in the form of a business or an art collection or any number of assets that are cherished and are indicators of your high level of achievement. You hope to have passed along a reflection of a work ethic, family values, and an appreciation of something special, particularly if it’s a business or a collection or a philanthropic attitude, to your children and grandchildren who have embraced and adopted this int
A legacy that is material and spiritual are important pieces of you that will live on generation after generation. Although a person may not be here, their voice and mindset can live on in ways many people may not have considered when thinking about the heritage they’re creating.