When it Comes to Wealth Transfer, No One Plan Fits All
Our tax professionals add value through our forward-thinking multidisciplinary approach, technical experience, and deep industry knowledge. We begin by looking at the complete picture. What assets do you currently hold? How are those assets held? Who are your beneficiaries? What dynamics are at play?
We then recommend an estate planning strategy that is right for you, your business and your family. No one strategy is right for everyone. We tailor our recommendation to meet your needs, which may involve a number of estate planning considerations, including:
- Planning for the systematic transfer of management and ownership responsibilities
- Establishing of a grantor retained annuity trust (GRAT) or grantor retained unitrust (GRUT)
- Creating a family limited partnership or family limited liability company
- Reviewing and updating your personal estate plan
A Careful Plan Means Your Interests Are Protected
Having your taxes and estate thoroughly and carefully planned will ensure that your interests are protected. To get started, call us at 732-605-1529 or toll free at 888-785-5653 or contact our estate and trust firm online to schedule your free, confidential consultation. We will discuss your business, your goals and how our partnership can benefit you.
We bring the power of the tax code to businesses in all industries. In addition to our 60-plus aggregate years of accounting and tax experience, our team consists of business owners, bank managers and warehouse managers, as well as current payroll specialists, enrolled agents and real estate agents.