Wealth Transfer and Estate Planning

As you build your wealth it is important that you take steps to preserve it and transfer it efficiently. We can educate you on the different types of tools that can be used to create a comprehensive plan from wills and living trusts to irrevocable trusts and advanced planning solutions. Your ICM advisor will put the differences in simple terms and help you develop a smart plan through attorney referrals to pass your assets to your heirs.

Depending on the types of assets you own, and the intended recipients, we can help you navigate gifting and estate tax provisions so you minimize the impact of taxes on the wealth your transfer both while living, and after you have passed away. Every estate and wealth transfer plan should be custom to your goals and specifically address situations involving blended families, unmarried partners, non-citizen spouses, business interests for self-employed, special needs beneficiaries, and many other scenarios that often require additional planning.

Basic Estate Planning Video Seminar


©2014 Broadridge Investor Solutions, Inc.

Advanced Estate Planning Video Seminar


©2014 Broadridge Investor Solutions, Inc.