Wealth Preservation

Planning for your future… and beyond

Estate planning and wealth preservation is the process of systematically preparing for the disposition of your assets. While minimizing estate tax is a primary goal, how you want your assets to be owned, managed and preserved during your lifetime and how you want them disposed upon your death are crucial matters that require experienced, thoughtful and creative consideration.

Our team of experts provides a comprehensive strategy to meet your financial goals by:

  • Helping you plan for your disability and direct the distribution of your property
  • Ensuring that your plan minimizes taxes, professional fees and court costs

And, most importantly, we’ll create a plan that allows you to maintain control of your own affairs.
Innovative, Cost Effective Solutions

The Mogil Organization has been assisting clients in the estate planning process for over 57 years. Experience, creativity and our clients’ trust have positioned our firm on the leading edge of the estate planning and wealth preservation field.

Estate taxes are the highest taxes any individual will face. As legislation and techniques evolve, passing assets to future generations becomes ever more complex. Helping you live well beyond your years becomes our primary focus.

We can work with your attorney or make recommendations from our well-established network of professionals. Our approach will include discussions involving:

  • Wills
  • Living & Irrevocable Trusts
  • Executors, Trustees & Guardians
  • Life Insurance Trusts
  • Charitable Giving Programs
  • Children’s Trusts
  • Health Care Documents

 

For new business inquiries, please fill out the convenient form below and one of our dedicated staff members will contact you by the end of the next business day. You may also e-mail us at mogilinfo@nullmogil.com or call our office at 212-252-7100.

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