Why pay today what you can put off to the future?
There are legal methods for deferring taxes for many, many years to come. When paired with estate planning, we can often eliminate transfer taxes completely for some taxpayers. In several cases, properties can be passed to the next generation with very little or no tax consequence upon immediate sale by the beneficiary. Passing low tax or even tax-free wealth to the next generation offers a huge added value and comes with patience, good planning and precision. We can help get you there through open communication where you articulate your concerns and fears and we address each one together. We can create a tax strategy for you that allows you to provide for your family beyond your life in a generous, safeguarded manner.