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Our Process

Estate Planning Techniques

We use a combination of estate planning techniques* in order to build a comprehensive plan around your goals and needs. The following are among our 21 estate planning techniques:
  • Shifting assets: creates new business entities for new and existing business opportunities.
  • Grantor Retained Annuity Trusts (GRATs): for income-
    producing assets and marketable securities with no gift or estate tax.
  • Installment Notes: for income-producing assets.
  • Family Limited Partnerships (FLPs): for most assets.
  • Qualified Personal Residence Trusts (QPRTs) and
    Installment Notes:
    for homes.
  • Defective Trusts: clients pay income taxes on income from assets transferred to children.
  • Substitution Provisions: to improve basis.
  • Private Annuities: provides cash flow, income for Defective Trust, significant estate tax savings at death.
*technique advantages apply at all asset levels