Estate Planning Wealth Transfer

Estate planning is a core component to all strategies developed by Seeman Holtz. Estate planning affects all aspects of retirement planning for the following reasons:

  • SLOWING THE ERODING EFFECT OF TAXES IS FUNDAMENTAL TO ESTATE PLANNING
    CHRONIC ILLNESS PLANNING IS THE FOUNDATION TO ANY ESTATE PLAN
  • INCREASING INCOME FOR LESS RELIANCE ON ASSETS IS CONTINGENT ON AN OPTIMIZED ESTATE PLAN

Additionally, estate planning is not simply the avoidance of probate. The avoidance of probate is simply the easiest goal to achieve. The expertise offered by Seeman Holtz involves the best senior strategies to preserve, maintain, transfer, and increase wealth.