Estate & Wealth Planning

Jaffe's Estate and Wealth Planning Practice Group has extensive experience in the areas of lifetime and post-mortem financial and tax planning, probate and trust administration, and elder law. Our estate and wealth planners work closely with our tax attorneys to offer clients a complete package that includes planning for marriage, divorce, retirement, disability and death. We help clients facilitate wealth preservation and transfer. Strategies include establishing charitable remainder trusts in the sale of businesses to defer taxes and restructuring real estate, business and investment portfolios into family partnerships or limited liability companies to minimize wealth transfer taxes.

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