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Advanced Wealth Transfer Planning

Keeping your estate whole.

What are the best strategies to reduce the value of your estate for estate tax purposes?
What is the role of life insurance in estate planning?
Is it better to own life insurance in your own name or to use a trust?
How can you transfer appreciating assets to your children and heirs in a tax-efficient manner?
How do you keep the vacation home in the family for future generations?
How can you shield your business or other assets from the transfer tax system?
How can you protect your business or other assets from future potential creditors?
Are there ways to help family members with their cash flow needs without adversely impacting your own estate tax situation?
How do you pay for the life insurance in your trust when you are asset rich, but cash poor? How do you fund your life insurance trust in a gift tax-efficient manner?

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