An estate plan is a crucial strategy that should be devised for the transfer of high-net-worth individuals’ property, whether during their lifetime or, often, after their death.
At Cea Legal, we strive to create “bespoke” estate plans for each client. The task begins with understanding our clients’ long-term goals: making gifts or enjoying their wealth during their lifetime; optimal tax allocations; transfer assets at death and reducing probate proceedings; providing for disability; making charitable contributions.
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