Estate Planning
& Legacy Preservation
Comprehensive estate planning and wealth transfer strategies designed to preserve your legacy for future generations. Our sophisticated approach minimizes transfer taxes while ensuring your wealth continues to benefit your family and chosen causes.
Schedule Estate Consultation
Comprehensive Estate Planning Services
Our estate planning services address all aspects of wealth transfer, from basic estate planning to complex multi-generational strategies.
Estate Plan Design
Comprehensive estate plan design tailored to your family structure, wealth level, and philanthropic objectives.
- • Will and testament preparation
- • Power of attorney documents
- • Healthcare directives
- • Beneficiary designations
Trust Strategies
Advanced trust planning including revocable and irrevocable trusts designed to minimize taxes and provide flexibility.
- • Revocable living trusts
- • Irrevocable life insurance trusts
- • Charitable remainder trusts
- • Dynasty trusts
Wealth Transfer
Strategic wealth transfer techniques to move assets to the next generation while minimizing gift and estate taxes.
- • Annual gifting strategies
- • Grantor retained annuity trusts
- • Sales to intentionally defective trusts
- • Family limited partnerships
Business Succession
Comprehensive business succession planning to ensure smooth transition of business ownership while minimizing tax impact.
- • Buy-sell agreements
- • Management succession planning
- • Employee stock ownership plans
- • Recapitalization strategies
Charitable Planning
Strategic charitable giving strategies that support your philanthropic goals while providing significant tax benefits.
- • Private foundation establishment
- • Donor-advised funds
- • Charitable lead trusts
- • Planned giving strategies
International Planning
Cross-border estate planning for clients with international assets or beneficiaries, including treaty planning and compliance.
- • Cross-border estate planning
- • Foreign trust compliance
- • Treaty optimization
- • Pre-immigration planning
Our Estate Planning Philosophy
Family-Centered Approach
Every estate plan is designed around your family's unique dynamics, values, and objectives. We consider not just the financial aspects, but the human elements of wealth transfer.
Flexibility and Control
We design estate plans that provide maximum flexibility while maintaining appropriate control. Your plan should adapt to changing circumstances and family needs.
Multi-Generational Thinking
True estate planning extends beyond the next generation. We help you create structures that can benefit multiple generations while preserving family values.
Estate Planning Process
Our systematic approach to estate planning ensures comprehensive coverage of all aspects of wealth transfer.
Family Assessment
Comprehensive assessment of your family structure, wealth, and objectives for wealth transfer.
Strategy Design
Development of customized estate planning strategies aligned with your family's goals and values.
Implementation
Systematic implementation of estate planning strategies with coordination among all advisors.
Ongoing Review
Regular review and updates to ensure your estate plan remains current with changing laws and circumstances.
Preserve Your Legacy
Don't leave your family's financial future to chance. Partner with Cavalcade Associates to create a comprehensive estate plan that preserves your wealth and values for generations to come.