Sentences with phrase «minimize estate tax obligations»
Our Trusts & Estates attorneys partner with clients to review their ownership and disposition of assets and develop techniques to minimize estate tax obligations.
http://www.casneredwards.com/ Not exact matches
In the insurance world you will see universal life insurance being used more in advanced estate planning after other tax - free / tax deferred options (like 401ks, IRAs, etc...) have been maxed out and customers are seeking ways to maximize their money in a tax deferred way to help minimize current tax obligations that can't be gained using other forms of investment vehicles.