Income Tax and Estate Planning Strategies

Without proper planning, up to 60% of your estate may go to Uncle Sam upon your death. At Sax Macy Fromm, we help you to plan for the orderly transfer of wealth at the lowest possible cost to you and your heirs. Appropriate planning not only protects your assets, it also shields your loved ones from administrative headaches and conflicts that can arise during a difficult time in their lives. Our estate planning team will work with your attorney, trust officer, and other financial advisors to review your financial situation, discuss your goals and lifestyle plans, and design a plan to help you reach them.

We will:

Review your current wills, trusts, property ownership, and basic asset allocation to help reduce income and estate taxes and make certain your assets will be passed to your heirs in the manner you choose.
Discuss charitable gift planning options that will provide you with the maximum income and estate tax benefits available.
Utilize multi-generational planning that will increase your estate tax savings and take maximum advantage of the complex generation skipping rules.
Analyze existing insurance programs and develop advanced life insurance solutions.
Provide ongoing implementation and adjustment of the plan as your personal situation and the tax laws change.