Tax Considerations are High
The process of establishing a master plan for the distribution of assets.
While many estate plans may be prompted by tax considerations, our chief objective is to safeguard your assets for the benefit of your heirs. If you have an estate that is taxable above the exclusion amounts, plannning should begin now to reduce the size of your estate.
Command Capital employs a strategy known as CARE:
C – Create liquidity
A – Avoid probate
R – Reduce taxes
E – Execute distribution documents