Wealth Transfer Strategies| The accumulation of wealth looks forward to its eventual distribution and transfer. However, the transfer of wealth may have a number of unintended financial consequences, not the least of which is the payment of various forms of transfer taxes, estate taxes, gift taxes, capital gains taxes, and income taxes. The way to protect your hard-earned wealth from the heavy burden of taxes is through careful planning. We offer a number of ways to accomplish that goal : | |||
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Charitable gifts | |
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Charitable organizations | |
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Pension optimization | |
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Deferred inheritance trust | |
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Leveraged Credit Shelter Trusts | |
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CRAT/CRUT/CLAT | |
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Offshore planning | |
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Site: Indax
