AWP Estate Tax Planning

Take a deep dive into the state of your wealth.

Our estate tax planning service identifies potential areas of vulnerability to Creditors, Predators, Divorce, and Estate Taxes, among other pitfalls associated with protecting your legacy.

  • See a visual representation of your estate and its assets – including recommendations for areas of concern (before you even decide to partner with us).
  • Determine if your assets are protected in the event of a lawsuit.
  • Identify what your potential estate tax liability is – and help you minimize or eliminate it.
  • Identify income tax savings opportunities for the most complex situations.
  • Identify any issues with your corporate/legal entities.
  • Identify ways to make your affairs more private.

Start the legacy planning process today.

Fill out our secure intake form and we will reach out to you shortly.