Estates and Trusts Plan
An estate plan is a written strategy for the distribution of assets after your death. Proactive planning can oﬀer greater control and privacy to ensure wealth preservation and maximum transfer of wealth to your heirs. Although estate tax planning can be complex, an informed and well-designed plan can help ensure that your assets and loved ones are secure.
With the retirement of the generation of baby boomers, estate planning is in demand more than ever. We collaborate with estate planning Attorneys to integrate your tax planning with trust, gifting and estate strategies to convert your individual strategies into a one comprehensive holistic plan through the following estate planning strategies.
- Revocable and Irrevocable Trusts
- Charitable Trusts
- Irrevocable life insurance trust (ILIT)
- Minimizing estate (wealth transfer) tax
- Maximize estate value
- Asset protection
- Minimize or avoid Probate
In addition, we will ﬁle the following Estate and Trust income tax returns for you. Form 1041 – Estate & Trusts income tax return
Form 709 – Gift tax return
Form 706 – Estate tax return
Connect with one of our tax planning professionals now by clicking here – link to email@example.com