Tax Income

GRATs allow individuals to transfer assets to beneficiaries while retaining an annuity payment for a specific term. Excess earnings above the IRS-assumed rate of return pass to beneficiaries tax-free.

Reduces estate taxes, allows for tax-free transfer of asset growth, and is ideal for appreciating assets.

An ILIT is a trust designed to own life insurance policies. The death benefit proceeds are excluded from the estate and pass to beneficiaries tax-free.

Protects the death benefit from estate taxes, provides liquidity for estate expenses, and shields life insurance proceeds from creditors.

CRTs provide income to the donor or beneficiaries for a specified period, with the remainder going to a designated charity. Contributions are tax-deductible.

Offers income-tax deductions, removes assets from the taxable estate, and supports philanthropic goals.

FLPs allow family members to pool assets and transfer interests to heirs while retaining control. Discounts for lack of marketability and minority interest reduce taxable value.

Minimizes estate taxes, provides asset protection, and allows for controlled distribution of wealth.

Dynasty Trusts enable wealth to be preserved and passed down through multiple generations without incurring estate taxes.

Protects assets from estate taxes for generations, offers creditor protection, and ensures long-term wealth preservation.

QPRTs allow individuals to transfer their residence into a trust and reduce its taxable value, with heirs receiving the property at the end of the trust term.

Reduces estate taxes, freezes the home's value for estate purposes, and ensures the property passes to heirs.

SLATs allow one spouse to create a trust for the benefit of the other. Assets in the trust grow outside the taxable estate while providing access for the beneficiary spouse.

Offers income tax benefits, reduces estate taxes, and provides financial security for the beneficiary spouse.