The art of wealth transfer planning involves giving your assets to who you want, in the manner you want with tax efficiency. Wealth transfer involves gaining clarity about your goals and then using strategics, tactics and tools to transfer your assets in an appropriate manner.
Our estate planning work always focuses on the wealth holder first. After helping make sure those who created the wealth are well taken care of, we then are able to concentrate our efforts on others who are important in your life.
Selected Tools:
- Charitable Remainder Uni-Trust
- TCLAT
- Charitable Life Estate
- Private Foundations
- Charitable Remainder Annuity Trust
- Gift Annuity
- NIMCRUT (Net Income with Makeup Unitrust)
The above tools, techniques and resources are listed as examples. Your Stage2 Advisor will work with you to identify the right strategies for you depending on your specific life goals and financial goals.