Tax-Focused Profile
Minimizes estate, gift, and generation-skipping transfer taxes.
Description
The Tax-Focused Profile is designed to minimize estate, gift, and generation-skipping transfer taxes through tax-efficient structures. This sophisticated plan optimizes available tax exemptions and deductions to preserve wealth for future generations.
Recommended For
- High net worth individuals with taxable estates
- Married couples wanting to maximize combined exemptions
- Those with non-US citizen spouses requiring special planning
- Individuals wanting to preserve wealth across generations
- Those seeking post-mortem planning flexibility