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Planning Strategies
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Revocable
Living Trusts
•
Durable Powers
of Attorney
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Irrevocable Life
Insurance Trusts
•
Living Will
•
Health Care
Directive
•
Medical Power of
Attorney
•
HIPAA Releases
•
Adequate
Insurance Protection
•
Pour-over Will
Advanced
Strategies
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Lifetime QTIP Trusts
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Charitable Remainder Trusts
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Charitable Lead Trusts
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Grantor Retained Annuity Trusts
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Grantor Retained Income Trusts
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Self Canceling
Installment Notes
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Family
Foundations
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Private Annuities
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Annuity Arbitrage
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"With
all the talk
about changes
in estate
planning laws,
maybe I should
wait..."
When is the best time
to plan your estate?
You already know the answer to
this question....
Right now.
If changes take place, your plan
can be adjusted later.
For most, planning has less to
do with taxes than other
considerations.
And, if tax laws are reformed,
adjustments can be made later if
necessary.
We can work with
your accountant or
financial planner, if you
have one, to implement
tax planning strategies.
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