Reducing or even eliminating estate taxes to protect assets for future generations is our goal. We look at multiple options including gifting assets directly to a loved one or into a trust. This includes interests in closely-held business entities such as limited liability companies and corporations. Gifted assets are not included in the value of the estate for estate tax purposes.
Beyond reducing and/or eliminating estate taxes we prepare strategies to create an ongoing legacy for future generations. Trusts can be established to help current and future family members or to create a legacy in your community through charitable trusts or private foundations.
No one wants to lose the wealth they have worked so hard to earn. Trusts can be set up to protect assets against lawsuits and divorce decrees.
We are here to help you through the process.