Kolinsky Wealth Management Wealth Transfer Planning helps you leave the assets you wish to heirs while minimizing estate taxes
A well designed estate plan not only helps to accumulate and preserve assets that enhance your financial position during your lifetime, but it should also provide your loved ones the appropriate financial security after your death. It is essential to address, among other topics, estate taxes, estate liquidity, family income needs and asset distribution.
Working closely with your attorney and accountant, we ensure that a properly integrated estate plan will allow you and your spouse to leave the assets you wish to your heirs while minimizing estate taxes.
