Ever wonder if you may have missed some planning opportunity in your Estate Plan?
What about some of these:
- Grantor Retained Annuity Trust
- Annual Exclusion Trusts
- Defective Trust Planning
- Dynasty Trusts
- Generation Skipping Transfer
- Qualified Personal Residence Trust
- Tax Free Exchange of Low Basis Stock
- Stand Alone IRA Trust
If you have any questions about these or other Estate Planning techniques, please write us for additional information.