Broker Check

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

Total Consultation Hours: 40

Twin Peak Wealth Advisors does not provide legal advice or services.  Please consult your legal advisor regarding your specific situation.

Book an Introductory Call