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Estate Preparation

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.