ESTATE PLANNING & ADMINISTRATION

Gift, Estate, and Income Tax Planning

• Wills

• Unified Gift and Estate Tax Credit

• Marital Deduction

• Annual Exclusion

• Stepped-Up Basis

• Tax Deferral

• Charitable Deductions

• Generation Skipping Tax Exemption

 

Family Gifting Plans

• Annual Gifting Programs

• Irrevocable Life Insurance Trusts

• Family Business Organizations

• Discounted Value Transfers

 

Probate Avoidance

• Revocable Trusts

• Direct Transfers

 

Post Mortem Tax Planning

• Disclaimers

• Alternative Valuations

• Tax Elections

 

Powers of Attorney

• Medical

• Financial