When it comes to estate and trust planning, today’s tax rules can feel like uncharted waters. KH can help you take the helm, navigating modern trust planning for both taxable and non-taxable estates with confidence. We will chart how:
- Modern trust planning can reduce both estate and income tax drag below deck while keeping beneficiary protections in place
- Families with large IRAs and 401(k)s can steer clear of unnecessary estate tax waters
- KH-proprietary planning updates can correct course without starting over