High Net Worth Estates
People who have a high income or a high net worth estate need thorough, strategic estate planning. The estate plan should include tax planning that addresses potential taxation matters today and in the future.
At D’Alessandro & D’Alessandro, LLC, we will carefully assess your estate planning needs and objectives. Because our attorneys also practice probate and estate administration and litigation, we can structure an estate plan that helps avoid disputes and other contentious issues. We work with many high-asset clients and high net worth estates in New Jersey. Business owners, executives, attorneys, doctors and other professionals trust us with their estates and their family’s well-being.
We Understand Your Unique Estate Planning Needs
After discussing your options, we will draft the appropriate documents such as wills, trusts, durable powers of attorney, advance directives and business succession planning documents.
Together, we will create an estate plan that allows you to:
- Decide who will manage your financial affairs if you cannot
- Specify who will make health care decisions for you if you cannot
- Provide for your family after your death
- Leave assets to individuals, charities or other organizations
- Eliminate or minimize estate tax
- Include disclaimer planning for trusts
- Protect your business
Additionally, our experienced lawyers can help you with asset protection trusts for business owners and people with professional practices. When appropriate, we can also create trusts for complex financial holdings such as limited partnership interests, stocks, bonds and more.