There are additional challenges and opportunities when you have accumulated more than enough wealth to support yourself. Questions that are top of mind often include:
- How do you protect and preserve wealth for your family and charities that are important to you?
- How can you leverage gifting to remove assets from your estate, benefit others, and still retain some control?
- How do you reduce the burden of taxes?
Understanding gift tax, estate tax, generation skipping transfer tax, and income in respect of a decedent is essential for building a personalized plan that provides opportunities and reduces taxes for your family. Together, we will create a plan that aligns your wealth with what matters most to you.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
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A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
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A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
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