Business and Personal Wealth Management

JT Shulman provides our clients with the individual attention needed to plan, allocate and manage your assets for life. From college fund planning to estate planning, your assets are maximized for your business and your family.

Our business and personal wealth management services include:

Estate Planning and administration:

• Business valuations to minimize estate and gift taxes
• Charitable gift giving strategies
• Design and implementation of trusts to minimize tax liabilities and protection of family members
• Formation of and compliance for private foundations
• Gifting programs to reduce estate tax burdens
• Insurance strategies
• Post mortem planning to minimize estate tax effects
• Preparation of fiduciary accountings for estates and trusts
• Preparation of fiduciary income tax returns for estates and trusts
• Retirement distribution planning
• Succession planning

Financial Planning:

• Bill paying and bookkeeping services
• College-fund planning
• Debt management
• Fringe benefit planning
• Income tax planning
• Investment strategies
• Life insurance and long term care planning
• Retirement planning