COMPREHENSIVE ESTATE PLANNING SUPPORT
We work alongside your legal team to ensure your estate plan is tax-efficient and aligned with your financial goals.
Estate Tax Planning
Strategic planning to minimize estate taxes and maximize wealth transfer
Federal estate tax strategies
State tax considerations
Generation-skipping planning
Annual exclusion optimization
Trust Coordination
Working with your attorney to implement and manage trust structures
Revocable trust planning
Irrevocable trust strategies
Charitable trusts
Special needs trusts
Family Wealth Transfer
Strategies to efficiently transfer wealth to the next generation
Gifting strategies
Family limited partnerships
Grantor retained annuity trusts
Qualified personal residence trusts
Asset Protection
Protecting your wealth from potential creditors and legal challenges
Domestic asset protection
Offshore strategies
Insurance planning
Business succession protection
OUR COORDINATION PROCESS
A collaborative approach working with your legal and financial team to optimize your estate plan.
01
Estate Analysis
Comprehensive review of your assets, liabilities, and current estate plan
03
Professional Coordination
Work with your attorney and other advisors to implement the plan
02
Strategy Development
Create customized strategies based on your goals and family situation
04
Ongoing Management
Regular reviews and updates to keep your plan current and effective
KEY TAX CONSIDERATIONS
Understanding the tax implications is crucial for effective estate planning strategies.
Federal Estate Tax
Current exemption of $12.92 million per person (2023), but subject to change
State Estate Taxes
Many states have lower exemption thresholds and different tax rates
Generation-Skipping Tax
Additional tax on transfers to grandchildren and beyond
Gift Tax Planning
Annual exclusions and lifetime exemptions for strategic gifting
Income Tax Basis
Step-up in basis considerations for inherited assets
Charitable Planning
Tax-efficient charitable giving strategies
WHY COORDINATE WITH TAX PROFESSIONALS?
Estate planning involves complex tax implications that require specialized expertise.
Tax Minimization
Reduce estate and gift taxes through strategic planning and proper timing of transfers.
Professional Coordination
Seamless coordination with attorneys, financial advisors, and other professionals.
Family Protection
Ensure your family is provided for and protected according to your wishes.
Peace of Mind
Confidence that your estate plan is optimized and your legacy is secure.
ADVANCED PLANNING STRATEGIES
Sophisticated strategies for high-net-worth individuals and families seeking to optimize their estate plans.
Grantor Retained Annuity Trusts (GRATs)
Charitable Remainder Trusts (CRTs)
Qualified Personal Residence Trusts (QPRTs)
Family Limited Partnerships (FLPs)
Intentionally Defective Grantor Trusts (IDGTs)
Private Placement Life Insurance (PPLI)
COLLABORATIVE APPROACH
We work closely with your existing professional team to ensure comprehensive planning.
Estate Attorneys
Legal document preparation and trust administration
Financial Advisors
Investment management and wealth accumulation strategies
Insurance Professionals
Life insurance and asset protection planning
Real Estate Experts
Property valuation and transfer strategies