Estate & Gift Tax Planning

We assume you want to control your closely held business and other estate assets. Entrepreneurs increase control of their assets and peace of mind when they realize multi-million dollar tax savings, family wealth beyond the reach of outsiders (creditors, lawsuits, divorce settlements).

By designing your estate plans now, you can assure the effective and efficient transfer of your financial capital.

Planning tools today are sophisticated and require a combination of strategies including:

• The 8 Common Pitfalls of Estate Planning
• Avoiding Probate
• Generation Skipping Tax Exemption
• Gift Tax Free Investment Accumulation Trust
• Personal Residence Trust
• Irrevocable Insurance Trust
• Grantor Retained Annuity Trust
• Family Installment Sale
• Valuation Discounts
• Family Limited Partnership or LLC
• Family Bank a.k.a. Dynasty Trust
• Family Foundations
• Charitable Remainder Trust
• Charitable Lead Trust
• Section 529 Qualified Tuition Plan
• Retirement Planning Distribution Rules
• Annual Checklist for Advanced Estate Planning

Our planning process is designed to increase your comfort in making decisions about and properly integrating these planning tools.

With you and your advisors, we listen, design, implement, and maintain your preferences.