Given the size of an estate, an individual may need more than basic planning to achieve their goals. We help our clients achieve their goals, provide the greatest tax benefits while leaving their assets in the intended hands. Intermediate estate and tax planning can involve some or many of the following:
- Pour-over wills
- Revocable management trusts (living trusts)
- Qualified domestic trust (non-U.S. citizens)
- Marital deduction trusts
- Credit shelter trusts
- Life insurance planning
- Disclaimer trusts
- Irrevocable life insurance trusts
- Beneficiary designations
- Crummey trusts
- Split dollar life insurance
- Education planning
- Gifts to minors
- Direct gifts for medical and education expenses
- Disability planning
- Beneficiary designations
- Retirement planning
- Probate
- Estate administration
- Domestic asset protection
- Liquidity and tax payment issues
- Tax planning for divorce
- Prenuptial planning
