FINANCIAL & ESTATE PLANNING

 

Building Your Net Worth and Creating Your Estate Plan

 

Shwiff, Levy & Polo brings together all the disciplines necessary to help clients provide for their families and plan for retirement. We combine tax-advantaged plans, insurance tools and wealth-protection strategies to craft a comprehensive, big-picture personal financial plan.

 

Expert Financial/Estate Planning
Our experts implement sophisticated financial-planning, estate-planning and tax-minimizing strategies, including

  • utilizing pension plans to create large annual deductions
  • using sophisticated insurance and retirement accounts
  • using insurance for buy-sell agreements and deferred compensation funding
  • minimizing estate taxes through wealth-transfer strategies
  • setting up family limited partnerships and LLCs
  • avoiding transfer tax when gifting property
  • using trusts to segregate and safeguard assets
  • protecting assets and avoiding probate with living trusts
  • utilizing estate, trust and gift planning tools such as irrevocable life-insurance trusts
  • optimizing Social Security

Shwiff, Levy & Polo helps ensure the well-being of your financial future — and your family’s inheritance.