Preservation of wealth for grandchildren, as well as children.

We are able to do this by:

Coordinating retirement plans and IRA’s within the structure of the overall estate plan

Developing plans for lifetime giving of assets or appreciation of assets

Formulating liquidity strategies for payment of taxes

Planning scenarios for minors, disabled or incapacitated family members through the use of trusts and Powers of Attorneys to facilitate financial and health management

For more information, visit my profile at nolo.com.

By balancing the needs of all parties, we can successfully implement a business succession plan, while focusing on wealth transfer and minimizing the tax burden. 

Working with our clients we:

Analyze business and estate planning data in conjunction with other advisors

Develop a range of strategies for consideration

Counsel stakeholders on the repercussions to the business

Ensure successful implementation of the final plan

Action is critical following the death of a loved one.

FREE INITIAL
CONSULTATION FOR PROBATE

At Patrick Z. Riley, Esq. we assist our clients by:

Gathering all the necessary asset information

Coordinating the proper distribution of Qualified Plans, IRA’s life insurance, and annuities

Reviewing post death valuation issues in order to maximize the estate value and minimize estate taxes

Preparing estate tax returns

For more information, visit ProbateQuestions.org

Strategies allow families to support their values in the larger community and receive financial incentives to do so.

These strategies include:

Using various charitable trusts, which provide favorable tax treatment resulting in substantial overall savings to the family

Counseling clients regarding their rights and responsibilities with respect to the operation of all types of revocable and irrevocable trusts.