What is Estate planning?
Estate planning is a comprehensive wealth transfer strategy that utilizes advanced tax techniques, timing optimization, and valuation methods to minimize transfer taxes while preserving wealth across generations. Unlike simple gift tax exclusions, which are limited to annual amounts per recipient, estate planning employs sophisticated tools such as grantor-retained annuity trusts, dynasty trusts, and Augusta rule strategies for tax-efficient property rental income. The process integrates stepped-up basis benefits, generation-skipping tax exemption allocation, and professional coordination to create multi-generational tax efficiency that exceeds traditional gift strategies.
Easily save clients thousands in taxes.
Scan client returns.
Uncover savings.
Export a professional tax plan.
.png){kind=small}