Integrated Estate Planning combines
current financial planning, protection of asset and
minimization of taxes when assets pass on to family members or other beneficiaries. It goes beyond traditional living trust documents, and looks at the management of assets today, and how the management will change with the occurrence of certain events. It considers contingencies and back-up plans and provides flexibility for the future in the event of unforeseen events.
We work with your financial planner, accountant, and any other professional you may have to maximize the wealth that will ultimately be transferred to your beneficiaries by protecting assets from potential claims of non-beneficiaries, and minimizing estate and gift tax. The Law Offices of Jeffrey Burr provide an array of estate planning services and asset protection strategies to accomplish your goals.
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