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Our Services > Wealth Management Program > Estate Planning
Developing an effective estate plan means taking advantage of all available tax planning opportunities. Have you done everything possible to provide for a smooth transfer of wealth to future generations or philanthropic entities? Are your assets owned by the right family members? We will work with you and outside counsel to develop a comprehensive estate plan, and ensure that your documents are professionally executed and up-to-date:
- Wills and Trusts
- Health Care Proxies
- Estate Tax Minimization
- Insurance Reviews - employer-provided coverages, personal life insurance, disability, property and casualty
- Gifting/Philanthropy
| Wellesley, MA |
Palo Alto, CA |
©2012 GW & Wade |
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