MultiGenerational Tax Planning
We all want to provide the best possible future for our families. But for many the estate planning process can be a daunting task, especially when significant wealth or the transfer of a family business is involved. Issues regarding succession, future strategies and liquidity events can quickly complicate things. In addition some fail to plan for the unexpected, and emotional ties to certain assets such as property or inherited stock can cloud otherwise sound judgement.
Wilensky & Co is a multi-generational business. We have an intimate understanding of both the obstacles and the necessity of planning ahead to ensure financial security for your loved ones. Our process begins with learning more about your family dynamics, financial circumstances and long term goals. Maybe you’d like to fund a grandchild’s education or are interested in philanthropic giving. No matter the situation we’ll work with you and your personal advisors to plan the best course of action for reducing taxes and ensuring a smooth transition of wealth to the next generation.
- General estate and trust planning
- Trustee services
- Review of current wills
- Tax planning for new wills
- Revocable Trusts
- Irrevocable Trusts
- Grantor Trusts
- Intentionally Defective Trusts