Wealth Transfer Planning

At Rubin, Glickman, Steinberg and Gifford, we assist clients with sophisticated and complex estate planning matters, including wealth transfer, asset protection and business succession planning. To meet with a Montgomery County wealth protection planning attorney from our firm, contact us online or call 215-822-7575 or 800-358-9367. We offer a free initial consultation.

Wealth Transfer And Asset Protection Planning

Our law firm is experienced in identifying appropriate ways for clients with significant assets to plan for wealth transfer following death. We can explain how various trusts can be used to smoothly transfer assets to family members and beneficiaries. We can also discuss ways to customize estate plans and use life insurance to further develop an estate plan.

We proactively address the tax issues that arise during wealth transfer planning. Depending on your unique circumstances, goals and objectives, there may be several options available to structure the ownership of your assets during life for the efficient transfer of assets when you are no longer around.

Additionally, we can help you explore charitable giving programs as a way to contribute to a charity or organization that is important to you.

Business Succession Planning

Planning for the future of a business after the owner's death is a concern shared by many. This is why business succession planning is so important. Our attorneys help business owners determine how a business will be owned, run and managed following their death. Many other practical matters regarding the future of the business can also be addressed through proactive business transfer planning.

Contact Our Law Firm Today

We serve a sophisticated client base in wealth transfer planning and related estate planning matters. There is no charge for the initial consultation. Contact a high-end estate planning lawyer today to learn more. We are located in Montgomery County, and serve clients throughout Bucks County, Chester County, Delaware County, Lehigh County and Philadelphia County. We are located in Colmar, Hatfield Township, and we offer free and convenient parking.