Through this process we delve into the opportunities for a diverse array of asset ownership structures, all of which can impact your ultimate estate, wealth preservation and transfer. We discuss the state of your wills, trusts or any other vehicles in use to protect and manage your estate during your life, and also analyze future scenarios to identify the potential estate tax liability you and your family could face. We work directly with your attorney during these discussions to ensure the outcome and treatment you desire.*
*Robson Planning Group does not provide legal or tax advice. Please consult your legal or tax advisor.
In addition, we review your risk management protection through the life insurance, disability and long-term care coverage you hold, and discuss your qualified plans and how their ultimate distribution could impact your overall estate. Family gifting and charitable planning strategies are also discussed and reviewed.
