Estate Planning Services and Asset Protection

estate planning and asset protectionThe goal of trust and estate planning is to develop a practical financial plan that will preserve wealth and transfer it to future generations with minimal tax consequences. But multinational families and individuals with assets in other countries have special global estate planning, asset protection and wealth management concerns that must be addressed proactively. At Delerme CPA, our CPAs have solid experience in estate planning techniques for individuals with cross-border interests, with the goal of protecting and growing their assets around the globe.

Our talented international tax CPAs play a crucial role in effective trust and estate planning for high-net-worth individuals and families as well as entrepreneurs and business owners. We work closely with you to evaluate your current situation, recommend solutions, and implement strategies for a customized estate plan that ensures a smooth transfer of assets to your beneficiaries with nominal tax implications. We also work collaboratively with financial, tax and legal professionals in your home country to ensure we provide an estate and tax plan that coordinates the laws of multiple jurisdictions and countries.

With our guidance and professional advice you'll feel confident that your family will be financially protected down the road. As your wealth grows and your circumstances change, we'll adjust this plan accordingly so you can always have the peace of mind of knowing that your family will be financially secure.

Our asset protection and estate planning services include:

  • Cross-border issues
  • Global tax planning
  • Income and estate tax planning  for U.S. investments
  • International wealth transfer
  • Asset protection
  • U.S. estate tax
  • Insurance planning and review
  • Cross border trusts
  • Dynasty trusts
  • Asset protection trusts
  • Irrevocable life insurance trusts
  • Wills and Power of Attorney
  • Succession planning
  • Company structures
  • Offshore compensation and accounts

Call 404-445-8095 today to discuss your global estate planning and asset protection needs with a Atlanta international tax CPA firm.