HOT TOPIC: ESTATE PLANNING

Our firm reduces estate costs using leverage and other techniques outside the jurisdiction of taxation as established by law. We use existing law and internal revenue service regulations to eliminate capital gains and estate taxes.

At one time flower bonds were used to reduce estate taxes. Flower bonds were bonds acquired at a discount but the face value of the bond was accepted by the government at full value to reduce the estate tax. Unfortunately, flower bonds no longer exists, however the replacement that offers you leverage is Life Insurance.

With the use of various types of trusts we can eliminate capital gains tax, transfer assets to heirs without taxation. We advise our clients about...

* Living Trusts * Tax Exempt Trusts * Irrevocable Insurance Trust *
* Special Needs Trust * Charitable Remainder Trust * Lead Trusts *

We use legal tools and trusts to accomplish the clients goals and objectives at the least possible cost. For specific information on how to reduce estate taxes or eliminated capital gains tax, please e-mail your information for a response.

We do not provide legal advice or services; individuals should consult their legal professional for their specific circumstances or document needs.