Business
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), and controlled wealth distributions.
Estate & Gift Tax Planning
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:
Click on the links below for an article pertaining to the bullet points.
Family Limited Partnership or LLC
Family Bank a.k.a. Dynasty Trust
Avoiding Probate
Family Foundations
Generation Skipping Tax Exemption
Charitable Remainder Trust
Gift Tax Free Investment Trust
Charitable Lead Trust
Personal Residence Trust
Section 529 Qualified Tuition Plan
Irrevocable Insurance Trust
Retirement Planning Distribution Rules
Grantor Retained Annuity Trust
Annual Checklist for Advanced Estate Planning
Family Installment Sale
Valuation Discounts
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.
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