SERVICES - GIFT AND ESTATE PLANNING
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Gift and Estate Planning
To maximize value of the estate and minimize taxes, KSM Capital Advisors* will:
- Review current estate plan
- Determine impact of estate taxes
- Recommend estate tax-reduction strategies
- Develop lifetime gifting strategies to maximize wealth transfer such as family limited partnerships, grantor retained annuity trusts, and qualified personal residence trusts
- Plan charitable giving to achieve philanthropic goals while reducing taxes
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