Estate & Succession Planning


Perlson LLP works collaboratively with you, your attorneys, bankers, and other advisors to craft a strategic estate and succession plan that reflects your wishes and values. Whether your goals are to protect your family, business assets, or philanthropic interests, our team evaluates the ramifications of your best options and designs a plan to help achieve your goals and instill your values in future generations.

Our estate and succession planning clients have access to JP Wealth Management, Inc., a registered investment advisory firm. Using our combined knowledge and insights, we prepare a detailed plan designed to help you meet your financial goals. Our estate and succession planning services include:

Establishment of objectives
Gift and estate plans
Retirement planning
Financial planning

Use of trusts in gift, estate and asset protection planning
Family partnerships and LLCs
Irrevocable life insurance trusts
Succession planning for family owned businesses


 
 
  
 
 
Contact Mark Perlson to learn more.