Estate planning goals for high-net-worth individuals is more sophisticated than estate planning for the middle or upper middle class. If you have a high net worth, then the chances are that you want to protect your family's inheritance, while minimizing estate taxes and passing your estate to your family in an orderly conflict free process.
Jeffrey B. Bock has more than 35 years of experience providing estate planning advice and guidance to high net worth individuals. High net worth clients need more than just basic estate planning. Jeff will work with you to develop a custom high net worth estate plan that minimizes your risks and protects your assets.
To discuss high net worth estate planning in more detail, please call 281-962-8529 in Texas or 561-392-8788 in Florida or request an initial confidential consultation online. During your initial meeting with Jeff, he will discuss your needs and help determine the best high net worth planning strategy for your estate.