High Net Worth Planning & Wealth Transfer
The Copenbarger & Copenbarger Estate Planning Department has a special team of knowledgeable attorneys serving our wealthiest clients.
WEALTH ADVISERS IN AN AFFILIATED COMPANY CAN ALSO BE PART OF YOUR TEAM IF YOU WISH
We can help you if you answer “yes” to any of the following:
- Have I outgrown the estate plan that was put in place for me before my financial success became what it is today?
- Do I have more than $10,000,000 of assets to pass to my heirs?
- Would I like to implement some gifting now while assets values are low?
- Do I want – or need! – to transfer some of my income stream to individuals in lower tax brackets, while still retaining control of the underlying asset?
- Do I want to explore ways to safely defer capital gains tax on the sale of highly appreciated assets?
- Is my family prepared to continue, or transition out of, my thriving busines (es) if something should happen to me?
- Do I like the idea of a “family office” where I can have all my legal and tax matters handled at one firm?
- Am I ready to explore options to minimize the 40% estate tax before the estate tax exemption decreases substantially in a few years?
We are here to help you implement your goals.
Whether you are just looking into options or know exactly what you want, we can assist you in addressing a wide variety of your needs.