Tax Guidance

In the ever-changing tax law arena, it is essential to consider planning techniques that mitigate estate taxes. Personal Wealth Partners provides proactive tax strategies that are based on decades of experience. We're accustomed to serving clients with complex finances and have developed sophisticated tax planning strategies that can make a material difference in the estate taxes clients pay. Some of these strategies include the following:

  • Qualified Personal Residence Trust (QPRT)
  • Grantor Retained Annuity Trust (GRAT)
  • Family Limited Partnership (FLP)
  • Private Annuity
  • Charitable Remainder UniTrust (CRUT)
  • Charitable Lead Annuity Trust (CLAT)
  • Private Foundation