Estate Tax
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 :
- Significantly reducing estate tax exposure, to as little as 10% of assets
- Taking full advantage of a step-up in basis
- Allowing greater control of assets during your lifetime
- Allowing for full flexibility to amend a plan or bequest
Contact us for a telephone or in-person consultation.
