You can’t take it with you. Did you ever see a hearse pulling a U-Haul trailer? (Okay – I did see it once in Texas.)

With planning, you can increase what you give to your family and decrease what you give to the tax man. Various techniques with fancy titles and acronyms can be used to transfer a lot more than $12,000/year to other family members while a client is alive. 

We first confirm that clients have more than enough assets for the rest of their lives. We then help sort through the pros and cons of lifetime gifting strategies involving family limited partnership or LLC vehicles, GRATs, low-interest loans and installment sales, QPRTs, and private annuities. We work with some of the best lawyers to assure that our clients receive advice that is timely and cutting edge and guards again MDS (Maturity Deficit Syndrome).

Remember the RegentAtlantic Golden Rule: You can’t take it with you, so give it away now.