Wealth Transfer Planning

Wealth transfer and estate planning can quite often be an overwhelming and deeply personal process. Frequently, complex inter-family relationships, business interests and charitable aspirations together with changing gift and estate tax laws can leave a client bewildered.

At Goldwasser Insurance Advisors, we apply our knowledge and experience to help our clients navigate this process, working closely with their other professional tax, financial and legal advisors. Once goals are established, we then provide a thorough analysis of best options to accomplish the wealth transfer and estate planning goals of our client.

You’ve spent your lifetime creating wealth, without proper planning our changing tax laws can erode that wealth quite easily. Our singular focus in working with our wealth transfer planning clients is to utilize our vast industry knowledge to ensure our clients' assets are not lost to avoidable taxes, and the maximum inheritance desired is passed along to future generations in the most efficient manner.