At Rubin, Glickman, Steinberg & Gifford, P.C., 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 in which to customize estate planning options, 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. Business owners can take legal steps now to 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.
Our lawyers represent business owners in business succession planning. We work to identify creative ways to plan for the future of a business and identify an effective exit strategy. We can assist with buy-sell agreements and other contracts, and discuss ways to minimize the tax impact of a business transfer and to minimize overall financial liability.
Contact a Pennsylvania Succession Planning Attorney
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, Pennsylvania. We offer free and convenient parking.
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Rubin, Glickman, Steinberg and Gifford has been a member of the local Penn Suburban Chamber of Commerce (previously known as North Penn Suburban Chamber of Commerce) for more than 25 years. To access our member listing, please click here.