Estate planning is an important component of any well-designed financial plan.  The federal estate tax can be one of the most devastating taxes to your estate and can deplete a high percentage of the assets you have accumulated through years of hard work if proper planning is not done.  Estate planning enables you to not only designate who will receive your assets, but also allows you to pass on a legacy for many generations to come.  Through a wide variety of planning tools and techniques such as using credit shelter trusts, we are able to design a comprehensive estate plan that can help enable you to:

• Ensure your assets are distributed to your heirs and beneficiaries in the most efficient and desirable manner according to your wishes
• Preserve wealth and protect assets from the reach of creditors
• Minimize estate and income taxation
  
  

  

There will be three possible recipients of your estate in the future dependent upon what kind of planning you choose to do: heirs, the IRS, and charity.  With tax efficient estate planning, we can help you to utilize the proper techniques and position your assets correctly so that you are able to distribute your assets to the people and causes you care most about, rather than the government. We will work with your CPA and attorney to align your goals and deliver you the most sophisticated planning available in the market today.  Some of the advanced estate planning tools and techniques we use to accomplish your legacy goals are listed below:

• Charitable Gifting
• Family Limited Partnership
• Grantor Retained Annuity Trust (GRAT)
• Irrevocable Life Insurance Trust (ILIT)
• Unlimited Marital Deduction
• Qualified Personal Residence Trust (QPRT)
• Qualified Terminal Interest Property (QTIP)
• Defective Grantor Trust
• Spousal ILIT
• Charitable Lead Trust
• Charitable Remainder Trust