Explore our Effortless 4-Step Approach

CORE DOCUMENTS

• Revocable Trust (with GST planning)
• Pour-Over Will
• Durable Power of Attorney
• Living Will / Health Care Directive

DISCOUNT ESTATE

• Recapitalize corporations
• Form family limited partnerships (FLPs)
• Fractionalize assets

MOVE ASSETS & PROVIDE LIQUIDITY

• Gift assets to an irrevocable grantor trust
• Sell discounted assets to irrevocable grantor trust in exchange for a promissory note
• Explore life insurance inside ILIT

CHARITABLE PLANNING

• Outright at death
• CRTs
• CLTs
• Private foundations
• Donor advised funds