Specialized strategies tailored to affluent individuals.

State law protecting a primary residence from certain creditors.

Assessment determining if asset transfer was fraudulent.

Trust enabling tax-efficient wealth transfers.

Loan to family member with IRS-approved terms to transfer wealth.

Trust removing life insurance proceeds from taxable estate.

Policy protecting businesses against loss of key individuals.

Structuring ownership to prevent personal responsibility for debts.

Using policies to shield wealth from creditors and taxes.

Federal threshold determining tax-free transfers.