At Topel Forman Wealth Management, we understand that preserving and transferring your wealth is about more than finances, it’s about preserving your legacy and providing clarity for the people and causes you care about most. Our estate planning approach is designed to simplify complex decisions, align your financial and tax strategies, and ensure your wishes are carried out with confidence.

Our Integrated Approach to Estate Planning

What sets our estate planning services apart is collaboration. Our wealth advisors work closely with the gift and estate tax professionals at Topel Forman to help ensure your estate plan is not only thoughtfully designed, but also tax-efficient and compliant with current regulations. This coordinated approach allows us to proactively address tax considerations while keeping your long-term goals front and center.

Personalized Estate Planning
Every family’s situation is unique. We take the time to understand your goals, family dynamics, business interests, and values to help shape an estate plan that reflects your vision for the future.

Comprehensive Asset Review
We conduct a detailed review of your assets including real estate, investments, business interests, retirement accounts, and insurance—to identify planning opportunities and potential risks across your estate.

Strategic Wealth Transfer
Efficient wealth transfer requires careful planning. In coordination with Topel Forman’s gift and estate tax specialists, we help evaluate gifting strategies, trust structures, and other planning tools designed to transfer wealth thoughtfully while managing potential tax exposure.

Risk and Asset Preservation Planning
We help address risks such as creditor exposure, legal challenges, and liquidity needs through strategies aimed at preserving what you’ve built and providing confidence for your beneficiaries.

Key Estate Planning Services

• Wills and Trusts
  
• Gifting Strategies
  
• Business Succession Planning
  
• Charitable Giving
  
• Tax Efficient Estate Planning
  
• Asset Preservation
  
• Insurance Review & Planning
  

Your wealth advisor works in coordination with Topel Forman’s gift and estate tax professionals—helping align investment strategy, tax planning, and estate design under one trusted advisory relationship.

Topel Forman Wealth Management and LPL Financial do not provide legal advice or services.