Proper intergenerational planning is significant for US citizens, permanent residents, or those with assets in the US. Understanding US Estate Tax laws and preparing correctly for the future helps insure a smooth transfer of assets to the next generation and minimizes tax liability. Many legal and financial options are available to achieve significant tax savings and preserve asset value for heirs, including: establishing Trusts, strategic asset distribution, legal-financial consultation, and more.

Our firm specializes in estate tax planning and managing intergenerational transfer risks, tailored to your specific needs. Our team of experts, with extensive experience in the field, will gladly assist you in formulating a tax plan that ensures your family’s financial future. It is important to know that US estate tax is levied on the value of a person’s property (estate) at the time of his or her death and before it is transferred to the heirs. The tax rate is high and can reach up to 40% of the asset value above the exemption threshold. Additionally, if the estate contains assets valued over $60,000, there is significant tax exposure. Given the high tax rates, we strongly recommend consulting with our experts in advance so we can help you preserve the maximum value of the estate.