Transition planning in Brookfield, Wisconsin

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Transition Planning

Regardless of our clients’ accumulated wealth – or even their age – transition planning is crucial to ensuring they leave more of their hard-earned assets to their chosen heirs and less to the government. We work with our clients’ other professional advisors to determine which estate and/or succession planning strategies are appropriate based upon the client’s overall financial situation.

Our guidance is focused in the following areas:

  • estate preservation strategies Estate Preservation Strategies
  • tax planning reductionTax Planning Reduction
  • family limited partnerships Family Limited Partnerships
  • gifting and charitable contributions Gifting & Charitable Contributions
Calculations used in transition planning
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