Estate Preservation Plans

Helping you preserve your wealth for future generations is an important part of how the Hecht Group can manage your assets. Let us help you deal with these important issues before it's too late.

• Understanding Estate Taxes. As much as 55% of your estate's taxable assets can be subject to federal estate taxes. Estate tax laws change from year to year, and they can be confusing. Having an expert to help you sort them out will give you the peace of mind that your family is protected.
• Comprehensive Estate Planning. Guiding you toward a well-developed estate plan is our goal. This is achieved by educating you about exempt transfers, annual exclusions, deductions from the gift tax base and the applicable exclusion amount. Then by implementing detailed strategies to address the federal transfer tax system of gift, estate, income and generation-skipping taxes.
• Estate Planning Products and Services. These are the tools to help you protect the assets you've accumulated, and in many cases, dramatically increase what your family receives:
  • Preservation planning
  • Family limited partnerships
  • Living and generation skipping trusts
  • Grantor retained annuity trusts
  • Charitable remainder trusts
  • Testamentary planning
  • Qualified retirement plans and distribution planning