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.