Remember when being a millionaire was reserved for a tiny few? Things have certainly changed. According to a recent report by UBS, in the United States a thousand people became millionaires every single day of 2024. Might you be one of them?
Am I an everyday millionaire?
If you own a home in the New York metropolitan area, and contribute to a retirement plan, you may very well be an everyday millionaire. Over your lifetime you’ve worked hard and accumulated a nest egg and a home — now what?
What now?
Congratulations – you are an everyday millionaire. To protect your assets it is essential that you have an estate plan in place. Specifically, you need an estate plan that is sophisticated enough to transfer your assets efficiently while eliminating or minimizing potential estate taxes. You want to pass on as much of your hard-earned assets as possible. A properly crafted estate plan will ensure that your estate will go to your loved ones in the way that you want.
The UBS report notes that in the next 20 to 25 years, a wealth transfer of 83 trillion dollars to a new generation is expected. Make sure that your wealth is going to be distributed according to your wishes. The sooner an estate plan is in place, the sooner your assets are protected for the next generation.
Why us?
Estate planning is the core of what we do. Planning for the future can be complex, but with the help of experienced, caring attorneys, it can benefit your family for decades to come. We know how to protect your estate, and how to transfer it to your beneficiaries as you desire. Over the years, we have helped hundreds of everyday millionaires secure their estates for the next generation. Our attorneys have decades of providing caring and dedicated legal services to our clients. Feel free to call or e-mail for a consultation!
