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HIGH NET WORTH PLANNING
High Net Worth Planning

High net worth estate planning requires more than preparing a will or trust. We develop comprehensive estate plans designed to minimize potential estate tax exposure while preserving flexibility for you and your family. Our planning considers New York and federal estate tax laws, income and capital gains tax consequences, asset ownership and account titling, beneficiary designations, and the potential use of credit shelter and other trust planning strategies. We work with you, and when appropriate, your financial and tax advisors, to coordinate these considerations and create a plan tailored to your assets, your family, and your long-term goals.
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