Estate Planning

Estate Planning

Don’t let the Government become your Beneficiary!

Without proper Estate Planning, the Government could be the primary beneficiary of your estates and take as much as 50% of the value of your estate! With our expert Estate Planning, we can assist each person to significantly reduce or eliminate your estate tax.

Proper Estate Planning requires a team approach. Our firm will work with you and your attorneys, insurance advisors, and other financial advisors to create a comprehensive strategy to reduce your taxes, develop protection for your assets, and create a future for your family and heirs.

Vertical Advisors’ Estate Planning services focus on minimizing estate taxes while providing the client with strategies to obtain their goals. Our services include the following:

  • Structuring Family Limited Partnership (FLP’s), trusts and other related entities
  • Creating a holistic strategy that will encompass estate planning and income tax strategies to provide the maximum savings
  • Suggesting other strategies that may be optimal for the client

Call for an estate tax consultation today at 949-756-8080.

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