Estate & Wealth Planning

Planning Your Legacy and Securing Your Family’s Future

You have worked hard to build the wealth you have today – allow us to help you properly plan for that wealth hereafter.

Our Approach

Estate and Wealth Planning: Beyond Wills and Trusts

The Estate and Wealth Planning practice of DUGGAN BERTSCH maintains a keen focus on both the short-term and long-term planning needs of the client. We are experienced comprehensive planners in the private client segment with a broad understanding of not only the requisite legal documentation, but also wealth planning as its own discipline.

We seek to rise above the mere drafting of wills and trusts. Our aim is to simplify sophisticated concepts and educate our clients, extract wealth and personal philosophies, help articulate and formulate strategy, build the lifetime wealth planning blueprint, and assist in the ongoing implementation and monitoring of the plan. A wealth plan is intended to be maintained, not forgotten. We can help you understand, value, and pay ongoing attention to your personal planning structure.

What We Offer:

Trust & Estate Planning

Asset Protection Planning

Wealth Transfer Planning

Family Office Structuring and Administration

Family Limited Partnerships & LLCs

Virtual Family Office Structuring and Administration

Dynastic/Multi-Generational Trust Planning

Post-Mortem Planning and Estate Administration

Charitable and Philanthropic Planning

Gift and Estate Tax Compliance and Preparation

Life Insurance Planning

International Planning

Discounted Gifting or Freeze Transactions

News & Knowledge

The Latest on Estate & Wealth Planning

Browse our latest posts for practical advice and strategic perspectives.