Strategic Planning for Wealth Preservation
One key aspect of estate planning is preserving the
maximum assets for intended beneficiaries at the lowest possible tax
cost. There are a host of tools, some simple and some sophisticated,
that we employ to achieve this result. Most importantly, our goal
is to provide the optimum strategies for minimizing or postponing the
impact of federal and state estate taxes consistent with our client’s
goals. These strategies generally employ many of the trusts described
earlier and is the heart of planning for individuals
with a higher net worth. In addition, they include lifetime gifts,
transfers to grandchildren (529 Plans and generation-skipping
planning), use of family entity to obtain discounts, charitable gift
planning and planning for liquidity.
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Aryeh's AIPAC Presentation of June 1, 2008
