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Estate taxes carry some of the highest rates
paid on any asset. The highest marginal estate tax rate will
be at or near 50% for the next several years and is scheduled
to jump back up to 55% in 2011.
Clearly, estate tax planning and management
are a crucial part of wealth management. Without them, a legacy
that has taken one or more generations to build may be dissipated
in a matter of months.
At EPIC, we offer a full array of
estate and transfer planning services, including :
We also offer more sophisticated
strategies that can help you achieve some or all of the following
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Significantly reducing estate tax exposure, to as little
as 10% of assets |
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Taking full advantage of a step-up in basis |
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Allowing greater control of assets during your lifetime |
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Allowing for full flexibility to amend a plan or bequest |
Contact us
for a telephone or in-person consultation.
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