Broker Check

Wealth Transfer Planning


Document Information:


Revocable trusts

Power of attorney

Evaluate opportunities for estate and gift tax exclusions

Review of estate structure and life insurance


Business succession planning

Buy/Sell agreement funding review

Selective “key manager” benefit

Q-TIP, marital and non-marital trusts

Estate tax strategies (survivorship life insurance)

Lifetime gift tax exemption considerations


Family limited partnerships

Qualified Personal Residence Trusts

Leverage gifts with life insurance

Charitable gifts and tax planning

Private Foundations

Intentionally Defective Irrevocable Trust (IDIT

Any discussion of taxes is for general information purposes only and does not purport to be complete or cover every situation.  Tax discussions should not be construed as legal, tax or accounting advice.  Clients should confer with your qualified legal, tax and accounting advisors as appropriate. 

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