Wealth Transfer Planning Services

Miami & Washington DC Tax Lawyers
Serving Families & Individuals

Every family is unique, and we demonstrate this by working closely with our valued clients to accomplish their wealth planning goals. Our team has been serving clients in Miami, Washington DC, Orlando, and internationally since 2007. We are proud of our commitment to putting our clients first and to helping them meet their financial expectations. Protect your assets and wealth through our comprehensive financial advice and state-of-the-art planning techniques. Our devices are proven and effective in protecting your long-term interests.

Begin your wealth transfer plan today.
Arrange a
free case review by calling (888) 595-5088.

Why choose Castro & Co. for your wealth transfer planning?

Each Miami & Washington DC tax lawyer at Castro & Co. is experienced and passionate about his or her field. This is the hallmark of our practice: Providing sophisticated services by superior attorneys who are proud of their professions. We do everything possible to solve each client's legal or wealth matters with the utmost loyalty. You can expect nothing less than our dedication to your family's needs.

Experienced Wealth Planners Dedicated to Your Goals

Our team helps high-net-worth clients establish their financial goals, including the development of sophisticated wealth transfer arrangements. We encourage our clients to build individual teams of professionals to work collaboratively on their wealth plans. Our attorneys work with you and your advisors to build plans that account for your unique situation and goals.

Our holistic wealth planning approach takes into account your:

  • Long-term and short-term goals
  • Your family's unique situation
  • Business holdings
  • Insurance policies

No two wealth plans are alike. This is why our experienced tax planning professionals help to develop each client's plan uniquely, customizing the plan to their situations and ensuring that it is adaptable to account for any changes in the future.

Some of the wealth transfer strategies we utilize include:

  • Short-term zeroed-out Grantor Retained Annuity Trusts (GRATs) for appreciating assets
  • Captive insurance companies to extract up to $1.2 million each year tax-free from a closely held family business
  • Intentionally Defective Grantor Dynasty Trusts (IDGTs) for multi-generational planning

Building your family legacy is the work of a lifetime, and we are committed to working with you to accomplish your goals. We provide proactive planning so you are prepared for any potential changes.

Reach Castro & Co. today at (888) 595-5088
to set up your
free initial consultation.

Contact Castro & Co. Today

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