|
Estate Planning
How a family transfers its wealth can be one of the determining
factors in its legacy to children, grandchildren and future generations,
as well as to society. While the estate planning process can be quite
technical in nature with an emphasis on the transfer of assets, at its
core it is fundamentally about the transfer of the values and priorities
of those who created the wealth. Generally speaking, individuals
and families who are planning for the transfer of their wealth will
want to focus on three broad areas:
- What tools and techniques will minimize estate and
income taxes so that I may transfer the maximum
amount of wealth to my heirs?
- What emotional and personal values matter to me?
- How can I convey these so that my children or
grandchildren have a strong work ethic, receive joy
in their pursuits and have a healthy self-esteem?
Lebel & Harriman, LLP has more than 25 years of experience
assisting our clients and their families in preserving and protecting
their life’s work. We take pride and enjoy professional satisfaction
in creating peace of mind for families who face the possibility of
liquidating cherished assets to pay Federal Estate Taxes.
We serve our clients competently and discretely as we offer finan-
cial products and solutions in concert with their other professional
advisors. Our goal is to assist our clients in becoming and remaining
financially independent - for both their businesses and families.
Our unique combination of professional expertise and access to
state-of-the-art investment grade financial products has enabled
us to earn the confidence of families throughout New England and
beyond. They entrust us with their confidential financial affairs and
dreams for their heirs. We are proud to be part of their team and
value the role we will play in the future to transform their dreams
into reality.
Lebel & Harriman, LLP welcomes the opportunity to join your
team of trusted advisors.
|
