An important component to any legacy plan is gifting, which allows you to reduce the size of your taxable estate by strategically transferring the wealth. Gifting enables you to take advantage of the substantial tax advantages available through lifetime gifts. Thoughtful use of these gifts through the use of planning vehicles such as trusts and life insurance can help maximize the value created for future generations.
We work with all of your professionals to help you with...
- Wills
- Trusts and Trust accounts
- Power of attorney
- Account beneficiaries
- Beneficiary accounts
- Gifting assets
- Business exit and succession strategies
- Philanthropic mission and vision