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Intergenerational Wealth

Affluent families have been achieving substantial reduction to their future estate tax bills for years. We offer the kind of estate preservation once implemented by families such as the Mellons, the Rockefellers, the Carnegies and the Kennedys.

To follow in the footsteps of America's wealthiest families, and fully leverage estate preservation opportunities, consider whether your existing plan is designed to accomplish the following:

Client Centered
  • Continue the income tax deferral in your retirement plan, even when transferring the assets to a non-spousal beneficiary.
  • Take full advantage of the income tax deductions your children are entitled to upon taking distributions from the retirement plan you've passed to them.
  • Maximize the opportunities in your Trust documents to allow a surviving spouse to maximize all estate tax reduction and estate freeze techniques while helping to protect assets from creditors, divorce and bankruptcy in perpetuity through your grandchildren's generation.
  • Ensure that assets transferred to your intended beneficiaries remain within your bloodline from generation to generation.
  • Perform a Zero Estate Tax Plan that allows you to help decide how much to leave to your heirs, charity or Uncle Sam, at any time during your lifetime.
  • Retain ownership of and control over an asset for income tax purposes while transferring control for estate tax purposes.

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Download Our Estate Strategies: Critical Elements of an Estate Plan Ebook!

Taking steps to help protect your estate is a financial imperative. Luckily, we're here to help. This ebook outlines the critical elements to consider as you explore your estate strategy.