Why plan my taxes?
The reward for tax planning is less taxes paid. No one likes to pay more taxes than necessary.
We focus on five categories of taxes: income tax, property tax, estate tax, gift tax, and generation-skipping transfer tax (GSTT). Every person and every family will be affected differently by each tax. We work to help you leverage these five separate taxes to achieve the best overall tax results and the best family relationships. We help you plan your legacy accordingly.
What kinds of tools do we use for our clients?
Revocable and Irrevocable trusts, Intentionally Defective Beneficiary Trusts (IDBT), Intentionally Defective Grantor Trust (IDGT), Charitable Remainder Trusts, Charitable Lead Trusts, Donor Advised Funds, Charitable Gift Annuities, Grantor Retained Annuit Trusts (GRAT), Qualified Personal Residence Trust (QPRT), Limited Liability Corporations (LLC), Limited Partnerships (LP or FLP), Corporations, IRC § 1031 like-kind exchanges, installment sales, life insurances, annuities, beneficiary designations in retirement plans, and many more.