Estate Planning
Don’t let the Government become your Beneficiary!
Without proper Estate Planning, the Government could be the primary beneficiary of your estates and take as much as 50% of the value of your estate! With our expert Estate Planning, we can assist each person to significantly reduce or eliminate your estate tax.
Proper Estate Planning requires a team approach. Our firm will work with you and your attorneys, insurance advisors, and other financial advisors to create a comprehensive strategy to reduce your taxes, develop protection for your assets, and create a future for your family and heirs.
Vault 8 Advisors Estate Planning services focus on minimizing estate taxes while providing the client with strategies to obtain their goals.
Our services include the following:
- Structuring Family Limited Partnership (FLP’s), trusts and other related entities
- Creating a holistic strategy that will encompass estate planning and income tax strategies to provide the maximum savings
- Suggesting other strategies that may be optimal for the client
Call for an estate tax consultation today at 949-506-0420.
MAKE THE RIGHT CHOICE FOR YOUR BUSINESS
Don’t take your chances with a traditional accountant who doesn’t understand the detailed requirements of what you do.
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Contact us for specific, industry-related advice on how to overcome your challenges, protect your business and reach your goals.
