Excellence

& Integrity

WEALTH TRANSFER PLANING

Are you looking for ways to assist your children financially? Do you want to pass wealth to your descendants without incurring gift taxes? Are you interested in reducing the estate taxes ultimately payable upon your death?

Do you know that by making gifts of certain types of property interests during your life that the taxable value of such property may be less than if such property interests were retained until death? This type of gifting often results in substantial transfer tax savings. Further, by gifting property during life, a significant portion of the income and appreciation with respect to such property may potentially pass to the beneficiary rather than to you. This planning technique may potentially generate tremendous estate and gift tax savings by freezing or decreasing the size of your estate which will ultimately be subject to estate taxation.

Moreover, if structured properly, such planning can often be accomplished without a current gift tax cost. The sooner that you engage in such planning, the more effective such planning will be in reducing the tax cost of passing your wealth. You should discuss this topic with your estate planning lawyer. We welcome the opportunity to have a dialogue with you on exciting wealth transfer and estate and gift tax savings opportunities.

Do You Have Questions?

Call Us at 561.626.2101

phone

Some of our Awards

Over 100 Awards & Recognitions