Generational Wealth Management | Estate Planning with Nepsis

Estate Planning and Wealth Management That’s Different

You’ve worked hard to achieve generational wealth. Nepsis can help ease the burden of protecting it for your heirs with strategies that are designed for high-net-worth individuals and their families. We will align your financial, personal and business objectives into a customized, action plan

Asset protection to safeguard your assets from creditors and other risks
Tax reduction to minimize or eliminate estate taxes for your heirs
Charitable giving to facilitate tax-efficient donations that honor you
Business succession planning that ensures your legacy continues with a smooth transition
Preservation of family values by carrying forward your intentions through a comprehensive estate plan

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You don’t need to own a large estate to need estate planning. You need estate planning to ensure your wishes are followed regarding your assets and loved ones, and to make things easier for your family if you become incapacitated or pass away.

Malia Haskins | Vice President of Estate Planning

Strategies for Affluent Individuals and Their Families

There are many ways to legitimately capitalize on the tax code and legal system to protect and sometimes enhance personal wealth. A well-crafted estate plan minimizes estate and gift taxes so your assets pass to the intended family members and charities that suit your objectives.

Advanced planning strategies may include:

Irrevocable Life Insurance Trusts (ILITs)
Private Foundations
Residence Trusts (Qualified Personal Residence Trusts)
Grantor Retained Trusts (GRATs, GRUTs, and GRITs)
Dynasty Trusts
Charitable LLCs
Family Limited Partnerships
Donor Advised Funds
Charitable Trusts (CRATs, CRUTs, CLTs)
Intentionally Defective Grantor Trusts

Strategies for Businesses

Successful companies are valuable and transferrable. Our team of professionals focus on business value growth in tandem with an owner’s personal and financial goals. Whether the goal is to keep the business in the family, or to monetize the business for as much as possible in a future sale, our process integrates the business strategy with your personal retirement and estate plan. Succession planning protects the future of your business and your family.