Wealth Transfer Planning

It is said that there are three parties that can inherit your wealth: your loved ones, the Federal government, and charity – you get to pick any two.

Wealth transfer planning is focused around your well-established and clarified purpose and goals, then applies the proper strategies, tactics and tools to maximize the transfer of wealth to your loved ones, while giving funds to charity and avoiding any estate tax to the Federal government.

Once your financial independence is secure and you are confident that all of your life goals and lifestyle will be met for your lifetime, we then can focus our efforts on the family members and charitable causes that are important to you. Our team of advisors, along with selected legal counsel, can help you plan and implement a wealth transfer plan that renders your estate free from estate taxes.

Common wealth transfer tools:

Charitable Remainder Unit Trust

Charitable Remainder Annuity Trust

Grantor Retained Annuity Trust

Testamentary Charitable Lead Annuity Trust

Charitable Life Estate

Private Foundations

Gift Annuity

Net Income Charitable Remainder Unit Trust

To see how our advisors may help you, you are welcome to contact us at 916.436.8270, or email us at askme@zellerkern.com.