We Serve
Let us handle the numbers, you handle the business.
At Solomon and George, we provide estate planning services to assist you safeguard and manage your assets, ensuring that your estate is managed in accordance with your intentions and with the least amount of taxation. Our professional team offers complete solutions adapted to your specific requirements, providing you peace of mind regarding the future.
WHY HIRE US
You can focus your efforts on running your business
- Global Talent
- Personalized Offering
- Automation
- Our Promise
Our team comprises certified professionals with global expertise, bringing diverse perspectives and the latest industry insights to every project. Whether you’re navigating local regulations or international markets, our global talent ensures your financial needs are met with precision and excellence.
We understand that every client is unique. That's why we tailor our services to fit your specific needs. From startups to established enterprises, our personalized approach ensures that you receive the most relevant and effective solutions for your business
Embracing the latest in financial technology, we integrate automation into our processes to enhance accuracy, efficiency, and transparency. Our use of cutting-edge tools allows us to deliver faster, more reliable results, giving you the insights you need to make informed decisions
At Solomon George and Co., we are committed to your success. Our promise is to provide exceptional service, maintain the highest standards of integrity, and build a relationship based on trust. We are dedicated to helping you achieve your financial goals and ensuring your satisfaction every step of the way
Can i Benefit from Estate and Trust Planning?
Yes, your business can greatly benefit from our estate planning services at Solomon and George. We help ensure a smooth transition of business ownership through clear succession planning, minimize estate taxes to preserve more of your business’s value, and maintain business continuity by preparing for management and distribution of assets. Our services also provide a clear legal framework to reduce disputes, protect key assets, and integrate charitable giving if desired. Additionally, we offer enhanced financial planning and ongoing support to keep your estate plan relevant and effective, ensuring your business is well-managed according to your wishes.
Other Estate & Trust Planning Services We Offer
- Estate Tax Planning
- Probate and Estate Administration
- Power of Attorney and Healthcare Directives
- Estate Planning for Business Owners
- Charitable Giving Strategies
- Review and Update of Estate Plans
- Estate Planning Consultation
FAQ Question
Frequently Asked Questions
Estate planning involves preparing for the management and distribution of your assets upon your death or incapacity. It ensures that your wishes are followed, minimizes estate taxes, and provides for your loved ones. Effective estate planning helps avoid legal disputes and ensures a smooth transition of your assets.
n estate plan usually includes a will, trusts, durable power of attorney, and healthcare directives. These documents outline how your assets should be distributed, designate individuals to manage your affairs if you become incapacitated, and specify your medical treatment preferences.
Estate planning ensures a smooth transition of business ownership, minimizes estate taxes, and maintains business continuity. It provides a clear plan for managing and distributing business assets, protecting key assets, and integrating charitable giving if desired.
A will specifies how your assets should be distributed after your death, while a trust can manage your assets during your lifetime and after your death. Trusts often help avoid probate, reduce estate taxes, and provide more control over how assets are distributed.
Estate planning can help minimize estate taxes through strategies such as gifting assets, setting up charitable trusts, and utilizing exemptions. Our services include planning techniques to reduce your tax liabilities and preserve more of your estate's value.
It is important to review and update your estate plan regularly, especially after major life events such as marriage, divorce, birth of children, or significant changes in your financial situation. Regular updates ensure that your plan reflects your current wishes and circumstances.
Estate planning addresses business succession by creating a clear plan for transferring business ownership and management. This includes identifying successors, setting up trusts, and ensuring that your business continues to operate smoothly according to your wishes.
Charitable giving can be integrated into your estate plan through charitable trusts, foundations, or other giving vehicles. This allows you to support causes you care about while potentially reducing estate taxes. We help design strategies that align with your philanthropic goals.