Estate, Gift & Personal Planning

Enjoying and Passing on Your Wealth

An older man with his arm around an older woman, sitting at the end of a dock watching the sun set.

Estate, Gift & Personal Planning

Enjoying and Passing on Your Wealth

In complex family enterprises as well as for the young, first-generation business owner, building and sustaining wealth all begins with planning. Plan now. Maximize what you have for the future.

Anglin Reichmann Armstrong has emphasized lifestyle planning for more than four decades. You can work with us at any age to discuss your goals for building a legacy and strong estate or to help you manage a family office.

Clients across the U.S., and even abroad, have worked with Anglin Reichmann Armstrong to solve estate and gifting challenges and to plan ahead for their futures. We offer guidance and expertise in the following areas:

Family office services, including trust administration, bill paying, tax and financial reporting
Complex estate tax planning and problem-solving
Personal financial planning to reduce debt, build cash and equity
Business financial planning (e.g. entity selection, compensation, retirement)

Growth strategies for building wealth
Trust and gifting vehicle consultation
Year-round tax planning
Succession planning and transfer of ownership

Anglin Reichmann Armstrong proactively guides your estate, gift and personal planning decisions by alerting you to tax law changes or compliance that affect your goals.