Integrate Your Personal and Financial Affairs
Tax Avoidance • Wills and Trusts • Wealth Preservation
Boelter & Associates provides a big-picture approach and the sophisticated tools that allow clients to build wealth, preserve those assets and transfer them to the next generation with minimal taxation and problems.
Comprehensive Estate and Tax Planning
Our firm is based in Seattle, serving the Puget Sound counties and clients across the United States. We invite individuals and couples to arrange a session to sit down and discuss your concerns and goals. Call today at (206) 587-0000.
Boelter & Associates represents small business owners, professionals, executives and other clients who have substantial portfolios.
- Do you have a plan to grow those assets with minimal capital gains tax?
- Are your assets safe from creditors and other predators?
- Who will make decisions if you become ill or injured?
- Who inherits the assets if you die and how is wealth transferred?
- Will there be estate and inheritance taxes? (With proper planning techniques, estates of $10 million, $20 million or more might never have to pay any federal estate tax. With no planning, federal "death taxes" alone could eat up 55 percent.)
Surprisingly, many of our high net worth clients do not have an encompassing plan to address these questions. Boelter & Associates can start from scratch to customize a plan, or modify and integrate your existing estate plan and wealth management practices.
Wealth Preservation — Build assets through sophisticated strategies that minimize taxes.
Asset Protection — Shield assets from lawsuits and judgments using approved offshore methods.
Wills, Powers of Attorney and Living Wills — Make your wishes known and guide family members in picking up where you left off.
Trusts and Special Needs Planning — Minimize estate taxes while still controlling assets and providing for beneficiaries.
Pulling everything together will make the future more clear. Contact Boelter & Associates to arrange a consultation at our Seattle office (or elsewhere by appointment). Please fill out our Estate Planning Questionnaire to assist with your consultation.
