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High Net Worth Clients Must Have Experienced Estate Planners

May 23, 2018

Filed under: Asset Protection — Neel Shah @ 9:15 am

Anyone who has an extremely high net worth must be mindful of the many different ways that their assets and their overall estate can be affected by taxes and retirement planning. 

High net worth clients often come with complicated needs, making it all the more important to retain the services of an experienced asset protection planning and estate planning lawyer. Many of these needs include succession planning for business owners, behavioral consulting, estate planning, tax mitigation, and asset protection planning.

The services must often extend into the help of other professionals, including investment management. Any advisors that are not offering specialized services must be mindful of the fact that it may be challenging for them to retain high net worth clients. High net worth clients want to know that they have an advisor they can turn to over the duration of their relationship and get questions answered as their cases become more complex and as their needs shift over the course of life.

An estate plan that must be updated regularly is even more important for a person with high net worth as they may be continuing to grow that worth and have unique considerations that evolve over the course of time.  

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