Every person has a right to make certain tax-free gifts and these gifts can be powerful wealth transfer tools when planned properly.
Walny Legal Group can help clients determine if a family foundation is the appropriate way to leave a lasting legacy.
When it comes to leaving a lasting legacy, donor advised funds can be a feasible and affordable alternative to family foundations.
In addition to being a land protection tool, conservation easements can offer present day tax benefits to the property owner, as well.
Every person has the ability to make certain tax-free gifts and these gifts can be powerful wealth transfer tools when planned properly.
Taxes are an everyday reality, and Walny Legal Group works in tandem with a client’s financial planning and accounting teams to minimize exposure and risk.
Attorney Walny explains why sometimes it is beneficial for clients to consider a split dollar plan, a life insurance policy that is owned by more than one person.
If a personal residence is the largest asset of an estate, Walny Legal Group can help determine if it would be beneficial to transfer that asset into a trust while a client is still living.
Wealth transfer taxes are among the easiest to plan for and minimize, if you plan well in advance.
Not all life insurance is the same so it is important to find the best choice to achieve the desired outcome, especially if the policy is part of a trust.