Estate and Financial planning can certainly be complex. Preparing your legacy for future beneficiaries can take a lifetime, but estate taxes can obliterate multi-generational revenue almost overnight. Although a basic estate plan enables you to choose who will inherit your assets upon your death, advanced transfer tax planning may permit you to pass extra wealth to your beneficiaries.
At Olivier and Mann, we understand that present-day estate tax planning plays an important role in safeguarding your family’s future wealth.
In contrast to our competitors who administer estate planning for high asset individuals by simply directing clients to an attorney, we work with your existing counsel, in order to lessen your costs while maximising the impact of your estate planning. In the midst of a fast-changing tax and economic environment, our advisers are serious about helping you create a well-balanced and comprehensive plan. We keep abreast of changes in the tax laws and develop up-to-date planning strategies so you can take advantage of any tax law changes that may help safeguard your family’s wealth.
Whether it’s constructing trusts for wealth transfer, recognising the features worthy of consideration for the disposition terms of your will or planning ways to maintain the value of your assets in your estate, we implement practical planning techniques to your investment strategy. We help to form a plan custom-fit to your needs – a plan that will produce both peace of mind and a lasting inheritance for your beneficiaries and your family.