When someone has acquired a great deal of wealth or has created a successful business to pass along to the next generation, that wealth or that business may not grow or continue without proper guidance and protection. One way to prevent that wealth or business from being decimated after the first generation is to include provisions for multi-generational giving as part of comprehensive estate planning services. Shapiro Law Group, PC, can help preserve all you have worked so hard for. We can help ensure your wealth grows well into the future with our multi-generational giving services.
Protecting Your Investment & Your Family
Once you have created a solid financial foundation, you naturally want to see it last and grow, not only for your children, but grandchildren and great-grandchildren. A family business can grow and be successful for decades, if the right provisions and guidance is put in place early on. Personal investments and real estate holdings can also grow for generations if managed and maintained properly. Trusts and new business ventures can also be a viable means of maximizing wealth over the course of several generations. Comprehensive multi-generational giving provisions can help keep wealth growing while minimizing tax liabilities.
Wealth Management Services
With the wealth management and estate planning professionals from Shapiro Law Group, PC, in your corner, you can have the peace of mind of knowing provisions are in place to help ensure your wealth and assets enjoy continued growth. We will take the time to understand your big picture goals and help foresee any obstacles to those goals. Since the distribution and allocation of wealth can involve highly complex family dynamics, compassion and confidentiality is a must. Our firm provides a personal and practical approach to your multi-generational giving wishes. We will help revise documents, implement safeguards, and help you and your estate avoid pitfalls that may compromise first or second generation wealth.
Experienced Estate Attorneys
Ensuring your family is cared for takes forethought and careful strategic planning. We can help outline your exact goals and make those goals a reality for you and your family. We have extensive experience dealing with highly complex estate planning and wealth management. We can help you maximize growth and minimize taxes as a way to secure your family’s future. Let us explore the possibilities and options for optimizing your wealth for generations to come.
The attorneys at Shapiro Law Group, PC, are ready to help you. Contact us today to set up your free initial consultation. 339-200-9933.