Estate Planning

Anchin Wealth Management LLC will help you objectively evaluate your estate and retirement planning needs. We review existing or proposed strategies with your legal advisers, and respond to your questions in an open and frank manner. We will help you move forward with strategies to protect and pass on your wealth to successive generations.

Plan ahead. Although few people like to think about it, properly planning for retirement and for the eventual disposition of assets actually gives you the opportunity to build a lasting legacy as well as to preserve the well being of your family and other beneficiaries.
Anchin Wealth Management LLC reviews your entire financial situation and then works with you to identify your requirements and goals. After determining asset ownership and liabilities, reviewing your existing will and related documents, projecting the value of your potential estate and analyzing your retirement plan and death benefits, we develop a coordinated plan that meets your stated objectives. We coordinate with you and your attorney to implement any recommended actions.

We work with you to determine your future needs as well as the future needs of your children. We then devise an estate plan that provides for the surviving spouse and children's financial security. We can also set up a plan to satisfy special estate planning requirements, such as those needed to accommodate the ongoing needs of a disabled child or elderly parents.

Federal and state estate/gift taxes can easily consume half of an estate. We advise you about how tax laws affect your lifetime and after-death planning, and devise and implement strategies that will minimize the tax burden on your estate.

Consulting Services Provided

• Estate plan analysis
• Terminal wealth strategies
• Retirement planning
• Estate tax compliance
• Wealth transfer planning
• Long-term health care analysis
• Life insurance administration
• Family and charitable gifting
• Family limited partnerships
• Trust planning and administration
• Survivor and beneficiary representation
• Sophisticated tax planning strategies
• Advice on selecting executors/trustees