Business and Estate Planning

Strategies for Wealth assists business owners in the design and implementation of programs to help ensure their businesses are passed along to family or valued employees without being detrimentally impacted by estate or inheritance taxes. We help owners and executives plan their personal estates to ensure maximum distribution and conservation to future generations.

Careful Planning Saved a Family and a Business


James Gandolfini's $30 Million Estate Tax Mistakes
Famous Families Who Failed to Plan

Ruling from the Grave and Controlling Wealth When You're Gone


The Qualified Retirement Plan as an Estate Planning Tool