Estates and Trusts

Estate and tax trust planning for all stages of life

Tax planning that understands the complexities of estates and trusts. Because protecting your legacy for current and future generations offers peace of mind.

Do-it-yourself estate planning can get complicated and costly. It can keep you up at night worrying about what you may have overlooked. And the list of possibilities is long — government regulations, taxes, appraisals, probate, eligibility of heirs, life insurance, retirement accounts, annuities, business succession, burial costs, and more. Not knowing your legal rights and obligations can lead to losing some of the very assets you’re trying to preserve and transfer to loved ones.

We can put your mind at ease by helping you expertly navigate the complex and shifting tax laws to facilitate a smooth transfer of assets and minimize your beneficiaries’ tax liabilities. Everyone should have a well-thought-out plan for distributing assets to minimize costs and complications, preserve assets, and ensure that the individual’s wishes are carried out. Such a plan ensures that your loved ones don’t have additional legal and financial worries during their time of loss.

Why SWC?

Having a partner who continually plans ahead ensures your legacy

  • You’re never too young or old for an estate plan.
  • Protecting your wealth and minimizing the tax burden on you and your loved ones is what we do.
  • Our personalized approach is more than our strength — it’s our expertise.

Simplifying the complex is what we do (so you don’t have to)

  • We geek out on wealth preservation and transfer techniques.
  • Untangling red tape that’s inherent with estates and trusts is our specialty.
  • Estate and trust rules evolve with the tax code, and we’re always up to date on the tax code.

We have answers to questions you may not think to ask

  • Can a captive insurance company or self-settled spendthrift trust be used to protect my assets?
  • How do I maintain an element of control of my trust or estate?
  • What deductions are available to me today to reduce the estate tax?

Estate and trust planning is a process, not an event. At SWC, our estate and trust tax services include:

  • Development of your financial goals and objectives
  • Analysis of existing estate plans to determine tax consequences and future income opportunities
  • Preparation of complex trust, estate, and gift tax returns
  • Succession planning for family and independently owned businesses
  • Establishing investment and family partnerships to simplify the transfer of assets
  • Help in determining asset allocations to trusts, charities, and relatives
  • Coordination with your existing estate planning team

Every Opportunity Begins with a Conversation

Let’s talk about setting you up with a comprehensive estate plan, because great estate planning ends up saving your family time, heartache, and money.

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