Most wealthy Americans share common goals and objectives regarding their family estate plan. Although their needs can be complex, the issues of extended control, privacy, asset protection, income and transfer taxes will generally be focal points in their planning meetings with you. We have constructed an Advanced Estate Planning Outline that covers most of the concerns/issues that would normally be addressed in a given planning scenario for a wealthy client.

Obviously, there are variations that can be used from the outline. An example would be incorporating a public foundation (instead of a private foundation - as shown) as a deferred charitable gift to a public foundation will generate a larger income tax deduction (30% instead of 20%) and a private foundation may cost thousands to create. However, a private foundation provides considerably more privacy and control than a public foundation. Much depends on your clients' personal preferences in these instances; and their decisions do not always turn on tax savings strategies or even the costs of establishing a plan(s).

In this section, we give brief but concise end-user benefits of the products that we use for our advanced planning offering(s). These products can be used together in one plan or in segments. It really depends on the clients' personal goals and objectives.

Please contact our office for additional information. Our advanced plans are priced and established on a case-by-case basis.