Advanced Estate Planning

Many estates require advanced estate planning; much more detailed than a basic will or living trust to protect their assets. Especially for those estates of higher wealth individuals, Hilliard Olson Law and Mediation can present a variety of advanced estate planning options available to help enhance and maintain your estate, maximize estate value to you and your family, and promote peace of mind.

Depending on your circumstances and desires, some of the elements of advanced estate planning can include: wealth preservation, charitable giving, business planning, retirement planning, and asset protection.

Wealth preservation can ensure you maximize your estate's protection against lawsuits, estate contests, taxes, divorce, business mismanagement claims, and loss of asset control.

Charitable giving is an advanced estate planning tool that can help you avoid capital gains taxes and provide a source of increased income.

Business planning may also come into play as it relates to your advanced estate planning to enhance your estate and protect your business assets.

Proper retirement planning enables you to take full advantage of your retirement programs, while maintaining control of funds distribution well into the future.

Asset protection is key to any viable advanced estate plan, which will help keep your estate value high and your estate taxes and risks low.

Hilliard Olson Law and Mediation can guide your through the maze of estate planning tools-from simple wills to advanced estate planning entities-to help you and your family protect and build assets. Let us work with you to properly structure an estate plan that fully meets your needs, benefits your loved ones, and reduces your risks. Contact us.