HIGH NET WORTH PLANNING
When you’ve accumulated significant wealth, protecting your estate can get complicated – quickly.
Not only do you have to address the usual concerns of what will happen if you’re incapacitated and how to avoid the court system, you also have to consider the federal and state estate taxes on the transfer of your assets to your loved ones. To top it off, between the IRS, the court systems and even Congress, current conditions can change virtually overnight and throw your carefully prepared plan into no man’s land.
The bright side of the matter, though, is that you do have options. But to make the most strategic use of those options, it’s important for you to consult with an attorney with expertise in comprehensive estate planning – like the Law Offices of Teresa Nuccio.
Your Advanced Estate Planning Techniques May Include…
We will help you navigate the labyrinth of advanced estate planning. Together, we will lay out the strongest plan for reducing or eliminating estate taxes and identify the best tactics for protecting your assets. Possible options may include:
- Irrevocable Life Insurance Trusts
- Grantor Retained Annuity Trusts
- Family Limited Partnerships or Limited Liability Companies
- IRA Inheritance Trust
- Grantor Deemed Owner Dynasty Trusts
- Qualified Personal Residence Trust
- Charitable Remainder Trusts/Charitable Lead Trusts
- Or more…
When your estate is complex, you can’t risk errors or lapses in your planning. You need an attorney experienced in estate planning to help you craft the right strategy.
Call our office today to schedule your free consultation – and gain peace of mind today.