Generational Wealth Preservation

Our unified estate planning approach is designed to prepare for life’s expected and unexpected events, and ultimately minimize the tax burden, protect assets, and identify and implement specific strategies for the transfer of personal and business interests.

With the Wiss Trust and Estate practice, our most important commitment is to simplify the complexity of estate planning so our clients fully understand the ramifications of the decisions they are making for themselves and the next generation.

Our practice leader serves as chief advocate and translator between all parties involved, including trust officers, drafting attorneys and tax advisors, presenting various scenarios and creative solutions tailored solutions to ensure a holistic approach with our client’s best interest at the center of all activity.