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Estate and Succession<BR>
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The most effective means of transferring assets to the next generation is through careful estate and succession planning.
Hillman & Glorioso's estate and succession professionals partner with our clients to create plans that are both
cost-effective and tax-prudent. We work with each client to develop a plan that meets their specific needs, and we work
with other professional service providers to make these plans viable.<BR>
<BR>
With each of our clients, we address the fundamental aspects of estate and succession planning.
<BR><BR>
<UL>
<LI><STRONG><FONT COLOR="000000">BUSINESS SUCCESSION PLANNING</FONT></STRONG><BR>
We help you in planning for transfer of business wealth and disposition of business interests, as well as for transfer of business control and / or management.</LI><P>
<LI><STRONG><FONT COLOR="000000">CHARITABLE GIVING</FONT></STRONG><BR>
We show you how your charitable giving can benefit both estate and donor.</LI><P>
<LI><STRONG><FONT COLOR="000000">DISPOSITION OF PROPERTY</FONT></STRONG><BR>
We help you ensure that your property is transferred to those intended to receive it.</LI><P>
<LI><STRONG><FONT COLOR="000000">FIDUCIARY SELECTION</FONT></STRONG><BR>
We show you the various options open to you in selecting a trustee.</LI><P>
<LI><STRONG><FONT COLOR="000000">LIQUIDITY ANALYSIS</FONT></STRONG><BR>
We teach you the fundamentals of estate and post-mortem cash flow analysis.</LI><P>
<LI><STRONG><FONT COLOR="000000">TRUSTS</FONT></STRONG><BR>
We help you consider various trust options, and advise as to how trusts may benefit you.</LI><P>
</UL>
We also examine your assets, any closely held businesses, and turn a critical eye on your retirement funds.<BR><BR>
After we've worked with you to develop a plan, we team with other professional service providers to make this plan viable. Depending on your needs, we:
<UL>
<LI>
Collaborate with life insurance agents to determine the most cost-effective method of funding liquidity needs.
We also examine ownership of life insurance policies and analyze the feasibility of transferring policies to a life insurance trust.
</LI><P>
<LI>
Work with attorneys, providing information for the legal documents that will help you
achieve your objectives.
</LI><P>
<LI>
Team with brokers for optimal financial positioning and advantage.
</LI><P>
</UL>
To receive additional information on this area of practice, contact Rex Miller at (703) 902-9606, or e-mail him at: <a href="mailto:[email protected]">[email protected]</a>
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© 1999, Hillman & Glorioso. Questions should be addressed to: <a href="mailto:[email protected]">[email protected]</a><br>
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Hillman & Glorioso, 1950 Old Gallows Road, Suite 700, Vienna, Virginia
22182-3933<BR>
Voice: 703.902.9600, Fax: 703.902.9601, www.hillmanandglorioso.com<br>
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