Home » Practice Areas » Family Wealth

Family Wealth

Family wealth comes in all shapes and sizes; from the modest estate of an employee with limited financial resources and retirement benefits, to substantial estates with complex investments, retirement plans, business ownership and inherited wealth. In all cases there is a need to protect the family wealth from liabilities, taxes, and factors that adversely affect the financial security of the family during lifetime, and a desire to distribute the family wealth at death to the survivors in a way that minimizes delay, disputes, taxes, and other expenses. Carrington Coleman attorneys and staff work to ensure that these very personal concerns are addressed in an effective and understanding manner.