The momentous issue of tax efficiency.
The proliferation of today’s estate taxes is a looming threat to any family’s nest egg. That’s why Essex advisors introduce this consideration in the earliest phases of client discovery and planning.
Working closely with your legal counsel and accountant, we’ll help to create a comprehensive strategy that aligns with your overall needs. Potential solutions and gifting strategies include qualified personal residence trusts (QPRTs), grantor retained annuity trusts (GRATs), foundations and charitable remainder trusts.