Wealth Transfer Planning
Providing security for future generations.
Very few processes are more personal than wealth transfer and estate planning. Addressing what often are complex inter-family relationships, together with the exceptionally technical subjects of tax planning, estate analysis, income needs projections and risk management, often can paralyze a client.
At Appel Insurance Advisors, we apply our decades of experience to help our clients navigate this complex process, working closely with their legal, tax and financial advisors. Once the families goals are established, we then provide a thorough analysis of strategic alternatives for wealth transfer and estate planning, which could include, but are not limited to, tax reduction and gifting strategies, charitable ideas and planning and estate analysis and conservation.
You work a lifetime to create your estate. Our tax laws can, in an instant, dismantle it. Through meticulous attention to detail and our vast industry knowledge, we help ensure our clients' assets are not lost to avoidable income or estate taxes, and that their families receive the maximum benefits possible when wealth eventually is transferred.