True wealth succession is pro-active and planning during your lifetime can reduce your estate tax by as much as 30-60%.
Wills and trusts do not reduce estate taxes. Do you have a Plan of Liquidity designed for the payment of estate taxes like you have a Plan of Distribution (will and trust) for the distribution of your net estate?
We listen and review your current planning; we then weave your assets through selected planning strategies to enhance your goals in a manner totally consistent with your values. Ask yourself these questions:
- If your estate plan is a “message” to future generations you will never see…. what do you want it to say?
- Does it tell your story and reflect your values… or is it just another plan to pass on your net worth after taxes?
- Is the plan you have your plan… or is it your estate planning attorney’s plan?
- Who has reviewed it?
- Have there been any life changes that affect the planning?
- Can your estate absorb the estate taxes without having to liquidate assets?
For many families with whom we have worked, we have reduced the cost of paying their estate taxes by 50-90%!
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