CA Janutol & Company understands that you would prefer to transfer your wealth to your family and charities of your choosing, rather than to the tax or legal systems. A thorough and thoughtful estate plan is essential to minimize the potential impact of estate taxes and to ensure that your heirs receive your assets and property according to your wishes. Our experienced financial planners can help you with Estate Planning Techniques that match your circumstances and your goals.
Some of the estate planning tools available to you may include:
Wills
Revocable Living Trusts
Irrevocable Life Insurance Trust
Gifting Strategies
Charitable Giving Techniques
Qualified Personal Residence Trust
Generation Skipping Trust (Dynasty Trust)
Private Foundation Trust
Grantor Retained Annuity Trust
Intentionally Defective Irrevocable Trust
Limited Liability Company
Family Partnership
Buy/Sell Agreement