Utilizing Wealth
We help you distribute wealth during your lifetime in the most tax-advantaged manner by…
- Addressing your qualified retirement plans and individual retirement accounts.
- Reviewing your stock options with respect to their exercising and vesting to redeem them in the most tax-advantaged manner.
- Developing your charitable giving program to provide tax efficiency and control.
- Helping you formulate a business succession plan for the continuance of your business.
- Addressing your provisions for durable power of attorney and successor trustee.
- Developing your gifting plans for children, descendents and others through vehicles such as UGMA and UTMA accounts, college savings plans, educational IRAs, family limited partnerships, grantor retained annuity trusts and other methods.
