generation-skipping transfer tax
Trust and Estate Planning: How to Protect Family Wealth
Comprehensive Wealth Protection Strategies Effective trust and estate planning begins with understanding how different legal structures can safeguard family wealth across generations. Modern estate plans combine various tools to address asset protection, tax minimization, and controlled distribution. The current $12.92 million federal estate tax exemption (2023) presents historic wealth transfer opportunities, though this amount is […]
Estate Planning for High-Net-Worth Individuals: Key Considerations
Comprehensive Estate Planning Strategies for Affluent Families Sophisticated estate planning for high-net-worth individuals demands a multifaceted approach that addresses both immediate concerns and generational wealth transfer. Unlike conventional estate plans, these strategies must account for complex asset portfolios, evolving tax regulations, and diverse family structures. The foundation begins with a thorough assessment of all tangible […]