Helping Clients Design Plans that Work for Them and Their Loved Ones. A class lasts three hours. Its impact could last generations.
Most clients give their children or other beneficiaries their inheritances directly.
Others think multi-generationally. This type of planning gives beneficiaries the use and control of property, without ownership, a common goal of estate planning. Wealth that is not subject to gift and estate taxes grows far more than wealth that is taxed in every generation, the way it is when gifted outright to beneficiaries. This is especially true when that wealth is also protected from creditors, failed marriages and spendthrifts. Multi-generational planning is a frequently overlooked estate planning technique.