Estate Planning and Wealth Transfer

Preserving wealth from one generation to the next can be complex and time-consuming.
Guidance from a competent, experienced advisor can go a long way toward helping make sure your financial success is shared with your family, friends and the charitable organizations you designate, according to your wishes.

Berk Wealth Management is adept at assisting clients in all aspects of family business, investment, estate and tax planning. We can help you develop and implement business succession plans for a family-owned business, transfer wealth across generations in the most tax-efficient manner, implement philanthropic and charitable giving strategies and minimize income and estate tax potential.

We have helped generations of families develop wealth transfer strategies designed to reduce estate taxes while meeting specific legacy and charitable giving goals. Legacy planning often includes many non-monetary considerations that need to be documented or communicated to loved ones. Charitable giving can provide tax benefits for you and your heirs. We conduct a full assessment of short- and long-term tax and estate planning implications to help you pursue your specific objectives.

We help families realize their goals through these and other services:

  • Multi-Generational Family & Estate Planning
  • Family Business & Succession Planning Services
  • Legacy Planning and Charitable Giving
  • Tax-efficient Investment Strategies
  • Trust Services *
  • Coordination with other professional advisors

Contact Us for assistance in navigating today’s complex estate planning landscape.

* LPL Financial Represenatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.  

The financial consultants of Berk Wealth Management or LPL Financial do not give specific individualize tax or legal advice.