Broker Check

Generational Planning

Client Centered

We will help you clarify your specific estate planning objectives

Most estate planning distributions are outright resulting in loss of family wealth through taxation, mismanagement, divorce. In the absence of an estate plan there are no provisions to pay taxes, no structure for asset protection, and no predetermined guardians for minor children. We will review the beneficiary designations of your retirement accounts and life insurance to help ensure they are in line with your current wishes.

There may be major coordination gaps in your estate planning that could undermine your ability to pass your assets on to your desired heirs. Closing these gaps could save your estate hundreds of thousands, if not millions of dollars in unnecessary estate taxes.

To fully leverage estate preservation opportunities and develop strategies to help achieve distribution objectives, we consider:

  • Will and trust design strategies
  • Property ownership alternatives, including the review of titling and beneficiaries to coordinate with your overall plan
  • Estate tax reduction techniques
  • Insurance analysis
  • Qualified plan distribution alternatives
  • Family-gifting strategies
  • Charitable planning
  • Employee stock option optimization
  • Generational wealth planning/family meeting facilitation

Waldron Partners has the resources, experience, and knowledge to educate you about the potential solutions to meet your estate distribution objectives, so your estate plan reflects your wishes and your wealth is passed to your family or designated charitable organizations.