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Wealth Transfer & Estate Planning


Estate planning is a gift to your family, and the best way to take care of your loved ones when you’re no longer able to do so yourself.  An effective strategy that protects what you’ve built means smart transfer of assets during one’s lifetime and at death to one’s beneficiaries.    Our team works closely with your legal advisors as needed to structure an estate plan that not only minimizes income and estate taxes, but also respects the family dynamics and concerns often involved in estate plans. If you’re a business owner, effective estate planning is essential for business continuity and succession of ownership.  Wealth transfer and estate planning is complex. No matter if the goal is to maximize what is passed to families or to a favorite charity, the Hieronymus team can help craft the right solution.