Now is the perfect time to review your trust and estate plans. The current unsettled economic climate has many hidden opportunities.
Weiser provides estate planning, tax compliance, and estate administration services to high net worth clients including entrepreneurs, family businesses, and corporate executives during these critical times.
From using GRATs to shield securities that have been hit in the stock market, to transferring assets with no gift tax, from evaluating the tax advantages of your current place of residency, to transferring real estate while value is low, Weiser tax professionals can help you uncover a world of possibilities with our integrated approach.
Weiser’s trust and estate expertise encompasses:
- Estate and gift tax structures
- Specific planning moves
- Planning for pension and retirement assets
- Grantor retained income trusts
- Qualified terminable interest property trusts
- Gifts to children and grandchildren
- Family partnership vehicles
- Charitable giving techniques
- Life insurance
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