Wealth Transfer typically refers to the more complex planning and sophisticated financial and property ownership approaches that are used in estates over $8 million in size. Typically there are larger issues of what portions of the estate might become social capital and which portions should remain private capital. After assets are protected using the more common methods, the large portion that remains must be sheltered or distributed to new owners before you pass away and your assets become your estate. The focus here is on how much of estate do you want to go to:

• Your family?
• Other people?
• Charity?
• IRS?

Implementing these plans will typically require an attorney and other professionals with specialized expertise. We are happy to work with your attorney and advisors, or assist you in putting together a team of professionals that can effeciently meet your specific needs.

Please feel free to phone us at (888) 575-5445 or e-mail info@wwkinc.com. We would be happy to discuss your needs and how we may be able to assist you.