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Estates and Trusts

Estates and Trusts: Optimizing wealth for the generations yet to come

Proper estates and trusts planning is the key to a seamless transfer of wealth from one generation to the next. Your family has worked tirelessly to build your portfolio of business and financial assets. We understand how important it is to ensure that your family continues to benefit from your dedication in the years to come.

To develop an effective estates and trusts strategy, the team at Zeifmans begins by gaining an in-depth understanding of your unique financial situation, including your history and your future objectives. Our meticulous attention to detail allows us to present you with a number of different options on how to best plan and structure your finances for estate planning. In every case, our strategies involve minimizing taxes, whether on the sale of a business or in transferring assets to the next generation.

Once you are fully aware of all the options available to you within the bounds of the current regulatory environment, you can choose the best strategy to suit your family’s unique needs. In the event of ongoing litigation, the Zeifmans’ Estate Trustee During Litigation (ETDL) team can act as an impartial party to ensure that your wishes are effectively carried out.

Our team can help you by:

Providing thorough guidance in understanding estate planning options.

Establishing succession and estate planning solutions that ensure your assets are protected for the long-term.

Crafting a retirement plan that meets your individual needs.

Discussing and advising on the implementation of asset protection and wealth management strategy.

For more information, call our team.


Planning Your Legacy: A guide to preserving and growing your wealth