Wealth preservation and transfer are important elements of estate planning for individuals whose estates are close to or exceed the current estate tax exemption amount of $11,200,000 for single individuals and $22,400,000 for married spouses. To this end, we can assist you in protecting your assets by adding one or more of the following to your personal estate plan:
Creation of a family limited partnership or family limited liability company’
Grantor retained annuity trust;
Grantor retained income trust;
Intentionally defective grantor trust;
Irrevocable life insurance trust;
Qualified personal residence trust; or
GST exemption trust.
Contact Sundin Law Office today for a free consultation to discuss how we can help you achieve your estate planning goals in the most tax effective way possible.