Assisting high net worth individuals with advanced estate and tax planning strategies in Elmira and throughout Chemung County, Steuben County and Schuyler County, NY.
You’ve worked hard your whole life to provide for your family and make your loved ones more secure. Without advanced estate planning strategies, much of the worth you have accumulated may end up with the IRS and state taxing authorities.
Some of the Methods We Use for High Net Worth Planning Include:
- Family Limited Partnerships
- Limited Liability Companies
- Personal Residence Trusts
- Irrevocable Life Insurance Trusts
- And a wide range of charitable gifting techniques to reduce Federal Estate Taxes, Gift Taxes and Generation Skipping Transfer Taxes
Your High Net Worth Attorney in Elmira and throughout Chemung County, Steuben County and Schuyler County, NY.
We regularly assist affluent families to protect their assets, plan effective inheritance for their loved ones, and manage a large portfolio of assets without additional stress.