Our partners can help you reduce taxes and maximize the wealth you give to your children and loved ones.
There are several ways we can help.
- Help write a will
- Explore exemptions that may help reduce your tax liability
- Gifts-If you can afford to transfer some of the assets you own, you may be able to reduce the size of your real estate
- Life Insurance-The tax liability is not reduced, but the proceeds can be used to pay the bill at the time of death
- Trust-Trust, if carefully structured, can help reduce or even eliminate IHT liability