Spectrum helps clients minimize estate tax liabilities

and ensure preservation of estate assets for the benefit of the intended beneficiaries. We calculate and evaluate the impact of estate taxes, then design specific tax savings and wealth transfer strategies. Our approaches take into account maximizing the Unified Credit, recommending various trusts, partnerships and limited liability corporations (LLC’s), the use of insurance to provide for estate liquidity, and protecting the future growth of the estate. Spectrum also works with clients that demand solutions for special situations such as planning for the perpetuation or liquidation of closely held businesses; charitable gifting; second marriages; creditor protection and the supplemental needs of handicapped children. We also assist our clients with the non-tax aspects of estate planning and often act as the “quarterback” of the planning team by coordinating our services with legal counsel.

Please contact us for more information about our program.