| Estate Planning |
| Questionnaires |
 |
For Individuals
-PDF
-Word Document |
|
For Married Couples
-PDF
-Word Document |
Please contact us if you would like to request that a hard copy of either Estate Planning Questionnaire be mailed to you. |
|
|
| We represent individuals and their financial planners, bankers, accountants and insurance representatives in the following areas: |
|
Analyze client’s assets; any expected inheritances; beneficiary designations; and how the client and spouse wish to leave their assets |
| Review employee benefit plans, including IRA and 401-k distributions; and other deferred compensation plans; and provide related creative tax planning |
|
Advise and document charitable gifts either through outright gifts, charitable lead or charitable remainder trusts or annuities |
|
Develop gifting programs to family members either in trust, or through outright gifts, including planning of proper timing. |
|
Plan distribution of assets to designated family members. These assets can range from family heirlooms to business interests and stock |
|
Analyze income, estate and gift tax issues, including capital gains treatment of various assets |
|
Develop plans to remove assets from a client’s taxable estate – through outright gifts or trusts, such as Qualified Personal Residence Trusts; Defective Grantor Trusts; Irrevocable Living Trusts, Life Insurance Trusts, or gifts to a spouse |
|
Analyze business planning issues including eventual transfer of ownership of business interests to family members, or others, to provide for a smooth transition and avoid a sale at the death of the founder; business reorganizations, the creation of ESOPs, and the sale of the business. Address issues of various family members and their interests in the business so that the individuals most interested in continuing the business are given that opportunity free from control by family members with differing interests. Form life insurance trusts and effect other techniques to fund the purchase of a business interest |
|
Develop plans for the use of life insurance through life insurance trusts and other vehicles to achieve the client’s goals, with minimum tax implications |
|
Represent professionals, partners, corporate executives and owners of closely held businesses, their spouses and family members to achieve maximum tax benefits and minimum family chaos in business succession planning. |
