News & Insights

The estate planning process for high-net-worth and ultra-high-net-worth families can be particularly complex, given the sheer number and value of potential assets. No two estate plans are the same, but the goals of the process — to minimize your taxes, protect your assets, and provide you and your family with peace of mind — are universal.

At the heart of any wealth transfer or inheritance plan is a simple goal: minimize your estate’s tax exposure. Doing this can mitigate the financial burden on your beneficiaries and seamlessly transition assets from one generation to the next.

Click here to read the Changemaker Spotlight, featuring Glenmede CEO, Peter Zuleba.