Wealth Transfer Planning

Wealth Transfer Planning

You worked hard and you want to make sure your money is protected for future generations.

We can assist you by creating trust arrangements which shelter as many of your assets as possible from federal and state estate and gift taxes. These arrangements often allow you to protect assets for family members while leveraging tax exemptions to transfer assets at the lowest overall tax cost.

We can advise you in matters including:

• Dynasty or generation-skipping trusts
• Education trusts for children or grandchildren
• Life insurance trusts
• Qualified Personal Residence Trusts (QPRTs)
• Grantor Retained Annuity Trusts (GRATs)
• Family limited partnerships or limited liability companies
• Self-Cancelling Installment Notes (SCINs).