Estate Planning

Estate Tax Planning

The protection and transfer of your wealth can be complex and requires careful planning. Schechter Wealth has over 75 years of experience working with multigenerational families on transferring wealth to future generations. We employ tax-efficient gifting programs, trusts, annuity arbitrage, charitable giving, and countless other unique strategies to help meet your planning goals, such as avoiding probate and reducing estate taxes.

Charitable Planning

Knowing what and when to give is an essential part of estate planning. The Schechter team has the knowledge and insights to help clients and their advisors discover ways to have a greater impact and craft unique strategies on how to achieve personal giving goals.

Business Succession Planning

Family businesses often have intimate histories and complex cultures that are hard for outsiders to understand. Families today are more complicated and less traditional than they once were.  Family businesses have several other issues that work against the successful continuation of the business. Fortunately, with focus and planning, most of these can be easily overcome by paying attention to the details.  Your business is more than a job. It’s a part of you as much as you are a part of it. Schechter is here to help you leave a lasting legacy and ensure your business blossoms in the future with your vision.  From setting up a solid structure for a seamless transition, to contingencies management and techniques to mitigate estate taxes, our experts can advise you on the many facets of business secession planning.