Estate Tax Avoidance
Client Goals: Reduce potential federal estate taxes while preserving wealth for future generations.
Case Summary: A high-net-worth client with an estate approaching the federal exemption threshold engaged us to review their existing plan and identify tax exposure. We restructured asset ownership and recommended an irrevocable trust to remove appreciating assets from the taxable estate, coordinating beneficiary designations across investment and retirement accounts. The plan materially reduced the projected federal estate tax burden.
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