WEALTH STRATEGIES DESIGN

We believe that our high net worth clients require specialized planning in order to address their particular needs and accomplish their goals. Our Wealth Strategies Design is a six step process for the evaluation, design, implementation, and monitoring of a plan to substantially minimize the effect of estate taxes. Through the use of such tools as Irrevocable Trusts (including Life Insurance Trusts), Charitable Planning, Limited Partnerships, Qualified Personal Residence Trusts, Grantor Retained Annuity Trusts, Intentionally Defective Grantor Trusts, Private Annuities, Stretch Out Individual Retirement Accounts, and many other planning strategies we can work with our clients to design, implement and monitor a custom made Wealth Strategies Design.