Estate Tax Planning

Appropriate for individuals with a net worth of $12M or more, and couples with a net worth of $24M or more.

What You'll Get:

• Minimum of 15 Meetings or Calls
• Education on different trusts and benefits of each: Irrevocable Trusts, Irrevocable Life Insurance Trusts, Chartable Remainder Trusts
• Education and set up of Donor Advised Funds
• Roadmap for legacy planning goals and options

What We’ll Do:

• Identify and execute on Estate Tax management strategies
• Coordinated tax planning with a CPA to ensure proper structuring and reporting
• Coordinated trust planning with an attorney
• Identify potential estate tax liability 
• Move and invest money as required
• Work with life insurers to procure policies as needed

$20,000
Total Consultation Hours: 40