We Preserve Estates for Generations
Without a proper estate plan, your children and grandchildren may have to give up a substantial portion of their inheritance to the federal government. We can help design a plan that not only preserves your assets after death, but will increase dramatically the amount of wealth your children and grandchildren would ultimately receive.

We help preserve estates for generations by providing strategies to address federal transfer tax system, gift taxes, and generation-skipping-taxes, excise taxes and income taxes. We educate our clients about exempt transfers, annual exclusions, deductions from the gift tax base, and the unified credit or applicable credits.

Our "Level Two" and "Level Three" estate planning processes help clients focus on reducing taxation - today and tomorrow. We analyze every asset in terms of ownership, income and growth. We then build a profile projecting estate taxation and identify tax problems before they occur. We analyze the tax burden with the client's objectives and determine whether the remaining assets are sufficient to meet the family's income needs. For example, most people do not realize that qualified plan assets are subject to estate, income, and excise taxes. Without planning, if the husband and wife were to die, the children may lose up to 80 percent of those assets to the federal and state government in the form of taxes.

As part of our comprehensive planning process, we develop strategies to reduce the entire range of taxes and costs. We help define the legal instruments and products for our clients.
 

Tangible Benefits of Estate Planning
The estate planning process offers executives, business owners and families the following benefits:
     * Early identification of potential ownership, control and tax issues before they become problems.
     * Assured adequate income for survivors, enabling them to meet their financial needs and
        maintain their quality of life.
     * Increased assets for survivors and family members at your death and at the death of your spouse.

According to financial experts, over the next 25 years, more than $10 trillion of assets will be transferred from one generation to another. However, unless we take steps to safeguard these assets, we may return more than half this wealth to state and federal governments in the form of estate taxes.

A method we use in minimizing these estate taxes is to design an estate plan which redirects these taxes or "social capital" through the use of a wealth accumulation trust. This strategy not only reduces the estate taxes, but could possibly "zero-out" the taxes while maximizing the transfer of their wealth to their families, increasing their cash flow while living, and also providing endowments and current contributions to their favorite charities.
 

Estate planning strategies that we have implemented for our clients:
     * Family Limited Partnerships
     * Generation Skipping-Dynasty Trusts
     * Living Will Planning
     * Asset Preservation Planning
     * Wealth Accumulation Trusts
     * Charitable Remainder Trusts
     * Charitable Foundations
     * Testamentary Planning
     * Living Trust Planning
     * Qualified Personal Residence Trusts
     * Limited Liability Company
     * IDIT with Installment Sale
     * Qualified Plans

Read more on "15 Areas of Estate Planning"