In estate planning, it’s important not only to establish your overall goals but also to employ strategies that preserve family wealth as it passes from one generation to the next.
Strategic planning can maximize the value of your estate and provide the most benefit for your heirs.
At DHJJ Financial Advisors, we know your estate plan should be as individual as you are. We’ll help you think through the many issues and create a new plan or refine an existing one to create a comprehensive approach you feel good about. And as your goals and needs change, we’ll be right beside you to make sure your plan adjusts to meet your new wishes.
With estate plans, we help to:
- Make adjustments to your current estate plan
- Set up and manage trusts
- Create a detailed gift plan
- Combine approaches to achieve everything you want
Because taxes play a huge role in determining the true value of what you pass on, we carefully evaluate their impact and develop plans for tax-efficient wealth transfer. We also coordinate services with the other financial professionals and attorneys that you work with to ensure your plans are implemented smoothly.
We offer families a complete range of high-quality estate planning services that include:
- Exit Planning
- Wealth Transfer Strategies
- Gift Planning
- Estate Planning
- Trust Planning
- Business Succession Planning
- Tax Strategies to Minimize Estate Taxes
- Review of Wills, Trusts, and related estate documents
To discuss how DHJJ Financial Advisors can help you create and implement the ideal plan to help protect your family, please contact us at 630 420 1360.
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