Trusts & Estates

Even when appropriate planning is executed, estate tax can often be one of the largest expenses ever incurred by a family. Anchin Private Client provides tax planning for families, trusts, estates and beneficiaries.   Our team overall first gains an overall understanding of the family picture before working on matters including trust formation, succession planning and other wealth transfer strategies. Our service offerings include:

  • Assistance with development of long term and short term objectives
  • Review of existing multi-generational wealth transfer strategies
  • Financial modeling of alternative strategies
  • Action plan to implement changes

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