Advanced Tax Planning

You’ve worked your whole life to provide for your family and make your loved ones secure. Even though you’ve paid taxes your entire life, you will have one last tax to pay upon death – the estate tax.

The estate tax is entirely avoidable. Only people who fail to plan will pay estate taxes.

There are many strategies available to minimize your exposure to the estate tax. After an analysis of your financial situation and your goals, we can provide a strategy that will be best for you.

Advanced estate planning typically involves a combination of strategies such as:

  • Strategic Gifting Programs
  • Irrevocable Life Insurance Trusts
  • Qualified Personal Residence Trusts
  • Grantor Trusts
  • Asset Protection Trusts
  • Generation-Skipping Trusts
  • Family Limited Partnerships
  • And Several Other Strategies

Our firm is dedicated assisting client in putting together the right advanced tax plan and counselling them to make informed, educated decisions. We will working with your financial advisers and accountants to provide a highly-effective plan that provides for a transfer of your assets with minimal tax consequences.