Estate & Succession Case Studies

Preserve family wealth for generations. Learn how Pacific Gate eliminated estate taxes through strategic dynasty trust planning for high-net-worth clients.

Ensure swift healthcare decisions with a robust power of attorney plan. Our strategy avoids delays and reduces family stress during critical times.

Protect your assets before marriage with a comprehensive prenuptial agreement. Our strategy minimizes risk and provides financial security.

See how we used a dynasty trust to protect a $2.1M inheritance from taxes and creditors for four generations, ensuring family wealth preservation.

Learn how we utilized an Irrevocable Life Insurance Trust to protect a $4.2M inheritance from estate taxes for a high-net-worth family.

Discover how Precision Financial Group helped a family farm minimize estate taxes and ensure a smooth transition for future generations.

New Horizons Financial implemented strategies to avoid probate on a $5 million estate, resulting in a 60% reduction in estate administration fees.

See how a prenuptial agreement protected a $5 million family business from potential division in the event of a divorce. Rossi Family Office Services.

See how we seamlessly coordinated a client's estate plan across four states, ensuring compliance with varying state laws and regulations.