Estate and Gift Planning
Preserve your wealth and protect your legacy.
You’ve put in years of hard work to grow your wealth and create a comfortable life for yourself and your loved ones. Now, you want to ensure their well-being and provide for future generations even after you’re gone. To accomplish both of these goals, you need an effective estate and gifting plan that minimizes taxes.
Our advanced estate planning solutions create a roadmap for your legacy while mitigating your tax liability. We work closely with your estate attorney to develop custom strategies that are tailored to your specific situation and goals.
- Trust structuring
- Wealth protection
- Transfer strategies
- Charitable planning
- Tax minimization
Preserve Your Hard Earned Wealth
Having a robust estate plan in place is critical to preserving your wealth and ensuring you create a durable legacy. We create plans tailored to your unique situation that facilitate the efficient preservation and transfer of wealth by focusing on:
1
Tax mitigation for highly appreciated assets
Whether you’ve successfully grown your own business, possess highly appreciated startup equity, or own a portfolio of real estate that’s grown in value – optimizing for taxes will be critical in preserving as much of that wealth as possible. We work closely with you and your estate attorney to develop creative solutions (trust structuring, exchange funds, etc) to mitigate taxes.
2
Legacy Planning
You’ve successfully built your wealth and want to provide for future generations. Along with this goal comes a host of questions – how do you reduce taxes to maximize your legacy? What’s the proper structure to efficiently transfer that wealth? How do you ensure future generations will utilize these resources properly? We help develop the proper structure and plan to achieve these goals.