The "Perfect Storm" for Estate, Tax + Liquidity Planning

Right now, high estate tax exemptions, historically low interest rates and valuation discounting, along with proposed Biden administration tax reform to cover pandemic debt, have created a "perfect storm" for estate and tax planning.

But this window of opportunity is not expected to remain open for long. Transferring your assets to a trust now can help:

• Protect assets from unnecessary taxes

• Take advantage of current estate/gift tax exemptions and valuation discounting rules

• Minimize liability exposure

• Preserve access to funds

• Create a totally tax-free and asset-protected pool of funds in some cases

We can provide you with a tailored solution designed to fit your needs. Contact any of our estate planning attorneys who can help guide you through the many complex planning techniques available.