- See a visual representation of your estate and its assets – including recommendations for areas of concern (before you decide to work with us)
- Determine if your assets are protected in the event of a lawsuit.
- Identify what your potential estate tax liability is – and help you minimize or eliminate it.
- Identify income tax savings opportunities for the most complex situations.
- Identify any issues with your corporate/legal entities.
- Identify ways to make your affairs more private.
AWP Estate Tax Planning
Take a deep dive into your
the state of your wealth.
Our estate tax planning service indentifies potenial areas of
vulnerability to Creditors, Predators, Divorce, and Estate Taxes,
among other pitfalls associated with protecting your legacy.