We often focus on accumulating assets during our lifetime without really considering what happens to those assets after we’re gone. Did you know that proper planning can help increase the size of your estate? It can also help you choose how your assets will be distributed after you are gone and minimize taxes. Sol Schwartz & Associates can provide a road map for the estate and gift planning process, help lessen the administrative burden on your family and heirs, and enable you to approach your attorney and advisors with a clear and concise strategy.

Estate and gift tax planning strategies may include:

  • Employing different types of charitable trusts that benefit your family and charters
  • Using irrevocable life insurance trusts
  • Developing gifting strategies to maximize your annual gift exclusion and generation while skipping transfer tax exemption
  • Using grantor retained annuity trusts and intentionally defective grantor trusts to transfer the appreciation of your assets to future generations while avoiding the estate tax

Estate & Gift Planning Services Brochure

Sol Schwartz & Associates would like to help you take advantage of the powerful tools available for proper estate planning. We invite you to view the above brochure, or contact us directly to learn more about how we can help you plan for the future.

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