Estate and Gift Tax Planning

If you are fortunate enough to build the financial legacy you wish to pass on to your loved ones for their future security, you need to actively engage in estate and gift tax planning. Estate and gift tax planning, however, can be one of the most complicated and misunderstood areas of the tax law. Federal and state tax laws are complex and confusing, with different exceptions and exemptions available.

Let the professionals at CJG Partners help you unravel that complexity by working hand-in-hand with you in developing and implementing comprehensive, personalized short-term and long-term strategies to reduce estate and gift tax, as well as preserving the wealth for your family.

We employ a complete range of estate planning strategies and techniques, including lifetime gifts, with or without retained interests; sales to grantor trusts; gifts and bequests to charities and charitable trusts; generation-skipping and dynastic trusts; and transfers leveraged through the use of family entities eligible for valuation discounts, to achieve your distribution goals.

Together we can proactively develop a sophisticated yet practical estate and gift tax plan that offers you the best of all possible outcomes in the most tax-efficient manner possible.