Tax & Succession Planning

Tax & Succession Planning

Need help with a strategy that ensures wealth preservation and protection for your family or business? We have counseled on a variety of family and business structures.

Our firm understands that every situation is unique and we pride ourselves on customizing our advice and counsel to be specifically tuned to your needs and goals. We specifically cater to Foreign nationals.

As part of our process we help gather an understanding of total asset value, considerations for income and estate taxes upon any transfer, outline ownership transfer techniques and protocol around transfer of control, as well as which transfer agreements are most applicable to preserve wealth and legal protection.

Our goal for foreign nationals being to avoid US probate proceedings and succession taxation via proper planning and adopting wills substitutes where applicable.

  • International Taxation
  • Corporate Taxation
  • Real Estate Taxation
  • Pre-immigration Estate Planning
  • Wills substitutes (trusts, insurance, tenancies, business structures)
  • Succession Tax avoidance
  • Probate proceedings avoidance

If you are considering exploring your succession planning options or are ready to move forward with an adequate plan that preserves and protects your wealth, let us guide you with the next step.

Contact us today for a free 30-minute succession planning review and consultation to evaluate your particular situation and discuss the next steps!

CLICK HERE for our Succession Planning Tips for foreign nationals!