Estate Planning

In Estate Planning, we implement a strategic tax plan with risk management considerations in four primary areas.

Basic Estate Planning

• Wills/TOD/POD
• Beneficiary Planning
• Health Care Directive
• Revocable Trusts
• Durable Power
• Special Needs
• Equalization
• 2nd Marriage

Advanced Estate Planning

• IDIT / ILIT
• Dynasty Trust
• Discount Gifting
• GST Planning
• GRAT
• QPRT

Minimize Transfer Tax

• Charitable Trusts
• Lifetime Gift
• Estate Freeze
• IRA Ben. Planning
• Credit Shelter
• Annual Gifting

Charitable Planning

• CRT /CLAT
• Donor Adv Fund
• Private Foundation
• Direct Gifts
• Gift Annuity

Estate Risk Management Considerations

Estate Planning includes considerations in Risk Management that address: estate audit, outdated planning, no planning, underfunded insurance, probate/ancillary probate, special needs, intestacy, coordination issues, beneficiary outdated, incapacity, valuation issues, and minor beneficiaries.

Estate Strategic Tax Planning

Your Estate Plan is designed to preserve assets and minimize taxes with a Strategic Tax Plan for estate taxes, gift taxes, generation-skipping taxes, income tax, IRD, capital gains taxes, income shifting, and sprinkling.

Fiduciary Duty

REDW Wealth’s Fiduciary Duty to our clients is a consultant with limited yet, comprehensive engagement.

 

 

We are Fiduciaries

We have a legal and ethical obligation to put your interests first. As a Registered Investment Advisor (RIA) regulated by the Securities and Exchange Commission (SEC), we already operate as a fiduciary. Being a fiduciary means, we have a responsibility and duty to our clients to act in their best interests.

How can we help?

The ultimate goal in Estate Planning is to create the most efficient transfer of your property to your heirs at minimal cost and with complete privacy.

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