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Estate and Trusts

Withum knows proper planning is essential in ensuring that your assets will be preserved and distributed according to your intentions. Our Estate/Tax Group is here to help.

Key Benefits of Our Strategies

Withum’s estate planning professionals are CPAs with specialized training in estate, tax, and trust matters. They take a comprehensive approach and help with developing and implementing strategies to:

  • Set your personal goals and objectives
  • Estimate your net worth
  • Preserve and build your wealth
  • Ensure adequate retirement income
  • Determine insurance needs
  • Minimize estate and other tax liabilities
  • Maximize trust, gifting and planned giving benefits
  • Plan efficient transfer of your assets
  • Monitor and adjust your estate plan as needed
  • Ensure greatest value of assets is transferred to beneficiaries efficiently

 

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