Massachusetts wealth preservation is an important goal for everyone these days. For many, the term revolves around protecting and increasing wealth for retirement. However, preserving wealth goes beyond the retirement years. Wealth preservation is also important from an estate planning perspective, to ensure that your heirs receive the benefit of your wealth with minimal loss to estate taxes, legal fees, and the like. Wealth preservation and estate planning go hand-in-hand.
Massachusetts Wealth Preservation Approaches & Strategies
The approach to wealth preservation can vary depending on your assets and goals. Our attorneys can discuss with you:
- Asset Protection Techniques
- Security Management Options
- Management of Out-of-state and/or International Assets
- Methods for Minimizing Estate and Other Taxes
- Avoiding Probate
- Gift Making Strategies
- Family Business Asset Transfer and Management
- Valuation and Freezing Techniques
- Estate Liquidity Issues
- Death Benefits Management
The Key to Wealth Preservation
Proper planning and paperwork is the key to wealth preservation. The goals and needs of every individual are different. The attorneys at Simmons & Schiavo, LLP will take the time to understand your personal situation and to offer effective solutions. Understanding your options will enable you to make smart wealth preservation decisions. Get started today by scheduling a consultation with our Massachusetts wealth preservation attorneys.