Parents with maturing children face the need for strategic considerations in protecting their wealth and structuring their children’s inheritance wisely. This includes advice regarding:
- Protecting Assets;
- Reducing Taxes;
- Protecting a Child’s Inheritance;
- Vehicle Titling;
- Retirement and Life Insurance Beneficiaries;
- Charitable Giving;
- Lifetime Gifting;
- Business Succession; and
- Revocable Trusts.