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Estate Planning

Estate Planning

We spend a lifetime building wealth; however, the failure to plan for its preservation and, ultimately, its transfer to future generations, can result in devastating, unintended consequences. At Sovereign Wealth Advisors, we help you clarify your family wealth ambitions and then identify specific strategies to maximize your estate for the benefit of your heirs and future generations. Working collaboratively with your legal advisors, we then assist you in the implementation of a comprehensive estate plan that may incorporate

  • Trust Planning
  • Legacy Planning and Family Governance
  • Philanthropic Planning
  • Gifting Strategies
  • Multi-generational Transfer Planning
  • Estate Tax Reduction

Estate planning laws and tax provisions can be very complex and are constantly changing, as are the circumstances for people moving up the wealth ladder. In coordination with your legal advisors, we incorporate your estate plan in our regular review process to ensure that your strategies are always optimal for your circumstances.

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