Wealth Transfer Strategy Planning

We work with financially successful families and their advisors in implementing wealth transfer strategies that create the orderly disposition of assets to their heirs as well as providing adequate survivor income and estate equalization. We assist families and their advisors in creating plans that minimize the effect of transfer taxes; plans that protect wealth transfers from creditors by using special trusts; plans that provide funds to keep the family business intact for future generations or retain the value in case of a sale by using buy-sell plans; plans that fund a client’s legacy planning for example, charitable trusts.  The following are some examples of specific areas where we assist our clients in meeting their stated goals.  Click on each link for a detailed description and diagram.

What Is Wealth Transfer Planning?

Wealth transfer planning arranges the transition of a person’s assets upon their death. This is achieved through wills, trusts and gifts to minimize taxes.

Start Planning For Your Future With BMB

Are you ready to secure your family’s financial legacy? At Bowen, Miceltte & Britt, we specialize in Wealth Transfer Planning, collaborating closely with financially successful families and their advisors to execute strategies that ensure the smooth and efficient transfer of assets to your heirs. Our comprehensive services encompass everything from safeguarding survivor income and estate equalization to minimizing the impact of transfer taxes and protecting your wealth transfers from potential creditors through specialized trusts. We also specialize in preserving your family business for future generations or optimizing its value in the event of a sale through meticulously crafted buy-sell plans. Plus, we can help fund your legacy planning, including charitable trusts.

Don’t miss out on the opportunity to fortify your family’s financial future. Take the first step by exploring the specific areas where we excel in helping our clients achieve their goals. Click on each link for a detailed description and diagram of our Wealth Transfer Planning services. Your family’s legacy deserves the best, and that’s precisely what we deliver at Bowen, Miceltte & Britt. Get in touch with us today to start securing your family’s future.