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Personalized Estate Planning and Insurance Solutions
Empower Your Financial Future with Confidence
Welcome to Korenblum Wealth, your integrated solution for estate planning and insurance needs. Achieve your wealth goals with our expert advisory services across tax and legal areas. We are here to ensure your peace of mind by ensuring your planning is optimized for tax-efficiency to achieve your legacy goals.
Our Expertise
Stuctured Flow-Through Planning
Where appropriate, we use Structure Flow-Through Planning as a Tax Management tool to optimize our clients after-tax cash flow position and/or as a Charitable Giving tool to significantly reduce one's after-tax cost of donating.
Integrated Planning and Advisory
We identify gaps and opportunities across tax and estate, business succession planning, strategic philanthropy, and insurance planning to ensure integration and coordination of your overall wealth goals.
Alignment
We utilize insurance as a tax-efficient wealth transfer vehicle and/or as a tool to cost-effectively fund estate obligations in order to help our clients achieve optimal tax-advantaged outcomes.
