Trusts & Estate Planning

Private Annuity Trust

A financial tool to defer capital gains, remove assets from your estate and at the annuitants death bypass estate and gift taxes. The Private Annuity/Trust is a tool for avoiding the limits on business installment sales and depreciation recapture which plague business and asset sales.

Life Estate Trust (Family Trusts)

Significant benefits for middle class and wealthier taxpayers protecting assets from creditors, legal claimants and handling estate planning (such as probate and transferring estate assets to heirs).

THE LIFE ESTATE TRUST PROVIDES:

  • Complete personal and business financial privacy
  • Important tax advantages
  • Limited liability from business dealings
  • Superior estate planning and probate avoidance
  • Medicaid planning capability
  • Estate Structuring

A program of identifying asset value and opportunity to enhance its utilization for growth and retirement.

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