Wealth Transfer Planning

Security for future generations.

Very few processes are more personal than wealth transfer and estate planning. Addressing what often are complex inter-family relationships, together with the extremely technical subjects of tax planning, estate analysis, financial needs projections and risk management, often can paralyze a client. At Krupin Partners, we apply decades of experience to help our clients navigate this complex process, working closely with their legal, tax and financial advisors. We patiently stand by their sides until they are comfortable with their defined goals, then provide a thorough analysis of strategic alternatives for wealth transfer and estate planning, including:

  • Tax Saving Strategies
  • Pension Rescue Strategies
  • Gifting Strategies
  • Annuity Maximization
  •  Charitable Ideas/Planning
  • Estate Analysis
  • Asset Leveraging Strategies
  • Asset Accumulation Strategies

Through meticulous attention to detail and our vast industry knowledge, we make sure our clients’ assets are not lost to unnecessary income or estate taxes, and that their families receive the maximum benefits possible when wealth eventually is transferred.

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