Our estate planning experts can work with your legal advisor to design tailored estate planning strategies to lower your tax obligations and reduce probate expenses, allowing you to easily achieve your personal financial objectives.
Estate planning requires personal involvement and a level of attention to detail that can only come from working together closely with you. A properly planned estate is one of the most effective ways we can work with you to protect your wealth.
Our tailored strategies include:
Lifetime Strategies:
- Leveraged gifting through the proper use of discounts
- Trust planning to address non-tax needs, A-B trusts, and charitable giving
- Use of irrevocable life insurance trusts (ILIT) to keep assets out of the estate and provide funds for estate tax liabilities
- General estate tax planning to minimize the transfer tax burden
Post-Mortem Strategies:
- The use of qualified disclaimers
- Asset division and trust funding
- Use and reduction of wealth through powers of appointment
Meet the HBK Estate Planning Team
Speak to one of our professionals about your organizational needs
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