• Kelleher + Holland, LLC

The "Perfect Storm" for Estate, Tax + Liquidity Planning

Right now, high estate tax exemptions, historically low interest rates and valuation discounting, along with proposed Biden administration tax reform to cover pandemic debt, have created a "perfect storm" for estate and tax planning.

But this window of opportunity is not expected to remain open for long. Transferring your assets to a trust now can help:

  • Protect assets from unnecessary taxes

  • Take advantage of current estate/gift tax exemptions and valuation discounting rules

  • Minimize liability exposure

  • Preserve access to funds

  • Create a totally tax-free and asset-protected pool of funds in some cases

We can provide you with a tailored solution designed to fit your needs. Contact any of our estate planning attorneys who can help guide you through the many complex planning techniques available.

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The information on this website is not legal advice and does not create an attorney-client relationship. The information on this website is for general purposes only and should not be interpreted to indicate a certain result will occur in your specific legal situation.