Estate Planning / Family Wealth Preservation

PRESERVE YOUR LEGACY: EXPERT FAMILY WEALTH PLANNING

Your legacy is more than just financial; it is a testament to your life's work and a foundation for future generations. At Corsaro & Associates, we provide comprehensive family wealth planning and preservation strategies tailored to the unique needs of entrepreneurs and high-net-worth individuals.

Here’s how we can help:

COMPREHENSIVE ESTATE
PLANNING

Marital, Family & By-Pass Trusts

Testamentary Trusts

Irrevocable & Insurance Trusts

Living & Revocable Trusts

Special Needs Trusts

Pour-Over Wills

Living Wills & Directives to Physicians

Healthcare & Financial Powers of Attorney

STRATEGIC WEALTH
PRESERVATION

Creative Strategies for Gift/Estate Tax Optimization

Intergenerational Wealth Transfer Planning

Asset Protection Strategies

Prenuptial & Post-Nuptial Agreements

HOLISTIC WEALTH
MANAGEMENT

Protecting Business & Personal Assets

Maximizing Wealth for Future Generations

Minimizing Wealth Transfer Taxes

Determining Strategic Asset Distribution

You require a wealth planning team that comprehends the complexities of preserving and transferring substantial assets. Our seasoned team offers advanced strategies, proactive planning and precise execution to ensure your legacy endures.