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Trust Planning and Management Prudent structuring of trusts protects assets and directs trust assets to the intended recipient. For many clients, an important element of our planning services is to identify opportunities to achieve the client's objectives through the use of trusts. Trusts can have an impact on both Income Tax and Estate Tax. Some trust strategies can dramatically lower Income Taxes for many years. If properly structured, trusts allow skipping taxation of assets passed to heirs for one or more generations. The management of trust assets is complicated by very high taxes on trust income. With proper planning, assets can be invested in ways that dramatically reduce, or entirely eliminate these taxes.
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Securities offered
through Centaurus Financial, Inc., a Registered Broker/Dealer, Member FINRA/SIPC |