When significant assets move from one generation to another—or even within the same generation—there can be millions of tax dollars at stake. Significant tax savings can be accomplished with a well-thought-out estate plan. And it’s important to us that you fully understand your asset-transfer options and strategies, so we break things down into plain English.
At VWC, we are dedicated to guiding families through the maze of rules and planning alternatives, always working closely with our clients, as well as their advisors and attorneys. Estate planning is a team effort, and we help clarify the complexities, so you can make the right decisions and take the best course of action—for everyone involved.