Multi Generation

Federal and state wealth transfer taxes are imposed at rates higher than any other tax-they start at 37% and can be as high as 50% or more. The wealth planning process, therefore, plays a major role in preserving assets for future generations.

There are three different, yet inter-related, wealth transfer taxes, federal gift tax, federal estate tax, and federal generation skipping tax. The relationships and exemptions for the different wealth transfer taxes can be quite complex. So the skill and experience level of your advisors is critical to effective wealth transfer planning.

At EPIC, we have 20 years of experience in issues dealing with estate and wealth planning. Our estate experts can help you :

		Draw up a comprehensive estate and legacy plan
		Defer or significantly reduce estate and other transfer taxes
		Conduct comprehensive insurance planning
		Achieve charitable goals and objectives
		Set up a foundation or Charitable Service Organization
Contact us for a confidential telephone or in-person consultation.