Estate Planning & Philanthropy

In today’s complex estate and gift tax environment, affluent families need to re-evaluate their plans for protecting and transferring their accumulated assets. Family wealth is subject to 50% estate taxes which means the government could end up with half of what people spend their lifetimes building. Charitable strategies can ease the tax burden and make a difference in the community but need to be carefully considered and structured.

Planning by Design, not Default
Working together with tax and legal counsel, we help our clients create a legacy that provides for their family and extends their vision across future generations. To accomplish this goal, we help our clients:

Develop a family financial values and vision statement

Understand their financial independence needs and wealth transfer choices

Integrate estate plans with retirement, business and philanthropic objectives

Provide estate liquidity through tax advantaged trust and insurance programs

Update their planning based on changing family dynamics and tax laws

At WorthPartners, we have significant expertise in facilitating this often overlooked but essential aspect of wealth management. Our clients tell us they experience a renewed sense of purpose, satisfaction and peace of mind for the time invested.

For more information
If you'd like to learn more about how we help our clients reduce taxes while creating a family and community legacy, please contact us by filling out our online form or just call us at 781.930.4790.

Securities and advisory services offered through First Allied Securities, Inc., A registered broker dealer, Member FINRA/SIPC