Living trusts, gift strategies and other tax-efficient options can provide significant portfolio management
benefits and facilitate succession planning for family businesses, farms, ranches and vacation properties. The increased gift tax and generation skipping exemptions provided under the 2010 Tax Act provide a significant opportunity to transfer assets to family members. To take full advantage, make gifts before the end of 2014, when the increased exemptions are scheduled to expire.
Contact us and we will help ensure that your assets are protected from future liabilities.