Taxes can claim more than one-half of everything you own. Proper planning is a necessity - it is the only way to assure that you minimize estate settlement costs and maximize the size of the estate you help preserve for your family. We provide advice on issues such as property ownership, distribution strategies and estate tax reduction techniques. We also identify and analyze potential liquidity and equalization issues. Some of the tax reduction strategies we regularly consider include multi-trust wills, revocable trusts, irrevocable trusts, grantor retained interest trusts, various gifting strategies, charitable transfers, limited liability companies and family partnerships.
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NFP Advisor Services, LLC does not provide legal or tax advice. Any decisions whether to implement these ideas should be made by the client in consultation with professional financial, tax and legal counsel.
These materials are not intended to be used to avoid tax penalties, and were prepared to support the promotion or marketing of the matter addressed in this document. The taxpayer should seek advice from an independent tax advisor.