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    ADVANCED ESTATE PLANNING

    Do you have a taxable estate or have a legacy to protect? 

    Sometimes wealth is built in one generation, but most of the time, it takes several generations to build wealth. After all of the hard work put into building that wealth, how can you protect it from taxes, creditors, and prevent future generations from squandering it away?  Advanced estate planning addresses these exact issues.  It goes beyond a basic foundational estate plan. For people with taxable estates, advanced estate planning involves various options for minimizing or even eliminating estate taxes after they die.  In addition to protecting wealth for generations to come, advanced estate planning can preserve a family businesss and perpetuate family values for generations.   

    Some of the techniques involved in advanced estate planning include use of the following vehicles:

    1. Irrevocable Life Insurance Trusts
    2. Family Limited Partnerships / Family Limited Liability Companies
    3. Qualifed Personal Residence Trusts
    4. Charitable Trusts
    5. Intentionally Defective Grantor Trusts
    6. Dynasty Trusts
    7. Grantor Retained Annuity Trusts
    8. Leveraged Gifting

    This type of estate planning is complex and sophisticated.  I take my time to advise my clients on the pros and cons of using these techniques.  If a client decides to move forward with one or more of these advanced estate planning strategies then I work with their respective accountant, financial advisor, and insurance agent, as the case may be, to put them in place.  It takes a series of meetings between the client and the advisors to get this accomplished. However, if these techniques are used properly, the benefits are powerful.

    If you have a taxable estate, a complex family situation, or want to protect assets for generations to come then feel free to contact me to discuss some advanced estate planning strategies. 

    Schedule your free estate planning consultation today by using the form on the right, or simply give me a call at (209) 521-1500. 

    Have more questions right now? Check out the frequently asked questions about estate planning, or the what to expect from an estate planning consultation.