Estate Tax Reduction Techniques
A focus on the assets and their possible tax consequences to the surviving spouse and family.
Trust Funding Strategies
A focus on the multiple trusts both taxable and non-taxable that are available in both revocable and non-revocable forms in order to address the goals of the client.
Tax Deferral Strategies
The use of various asset classes both correlated and non-correlated to the market to potentially achieve an income stream with lower taxation.