Wealth Transfer

Wealth Transfer

Wealth preservation and transfer are important if you have a taxable estate.  To this end, Sundin Law Office can assist you protect your assets by adding one or more of the following to your personal estate plan:

  • Family limited partnership;
  • Family limited liability company;
  • Grantor retained income trust;
  • Intentionally defective grantor trust;
  • Irrevocable life insurance trust;
  • Qualified personal residence trust; or
  • Generation skipping trust.

Please contact Sundin Law Office today for a free consultation, so that we may help you achieve your estate planning goals in a tax efficient manner.