Estate and Generational Planning

With the largest transfer of wealth in history underway - have your prepared your estate and family on how to assure they hold onto what you have accumulated?

Estate planning is not just talking about "Death".

Many people avoid the proper planning as for many it makes it too apparent about their mortality.

Unfortunately, the IRS and the Probate Lawyers are hoping you don't do any planning as this is where they cash in.

E&G Planning is not just about deciding on who gets what when you die.

If you practice good E&G planning you get to see the fruits of your labor by involving the children and even grandchildren right now.

You can see the benefits of reduced tax, more cash flow and even asset protection.

Typical Estate Planning

Most planners focus on setting up trusts to eliminate probate and reducing estate tax. This misses the mark because a good estate plan explores the children, the grandchildren and also matches the grantors knowledge of personalities, and belief systems.

The OWM Way

While eliminating probate and tax is a goal, we first start by understanding political, religious and money beliefs. If you have children or grandchildren that you don't want to inherit in the wrong way then we build plans around this. Many plans get more complex in the rules, incentives and distribution methods that you desire and go far past the typical trust that most firms produce.

H&H Retirement Design and Management, Inc. is a SEC Registered Investment Advisor. For more information on our firm, please visit SEC.GOV for a full Form ADV II and the form CRS. Any discussion, text, video or communication on this site should not be considered a recommendation, projection, or assumption of any returns, risks, or future projections of any type of investment, process or plan. Any recommendation can only be made by one of our licensed advisors after consideration of acceptance as a client. No initial communications, without formal engagement should be considered a recommendation or suggestion. H&H Tax and Business Advisors, LLC. is a separate, Non-SEC Registered Advisor but is a commonly owned company practicing in tax and business advisory services. Please visit HHTBA.Com for specific services related to H&H Tax and Business Advisors, LLC. Please visit our privacy policy and terms of service for this website. Please visit our Client Relationship Summary (ADV III) and our Firm Brochure (ADV II) This site is published for residents of the United States only. Investment Advisor Representatives of H&H Retirement Design and Management Inc may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. One Wealth Map is a holding company for multiple related companies under the One Wealth Map Brand. H&H Retirement Design and Management, Inc, H&H Tax and Business Advisors, LLC, Integrated Wealth Management, LLC, Asset and Income Protections Services, LLC.