Planning to transfer wealth and assets to loved ones of an individual during life and at death is an important consideration that requires efficient, thorough, and personalized estate planning. This involves determining the appropriate amount and type of assets to be transferred to family members or beneficiaries and the proper method by which to transfer those assets. The purpose is to safeguard not only those assets but the overall well-being of each loved one involved. He applies his considerable expertise to advising individuals and families on estate planning, tax planning (including income and estate, gift, and generation-skipping taxes), and charitable gift planning.
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