Education regarding property ownership, distribution strategies, estate tax reduction, and tax payment techniques comprise the estate planning operations of Russell Financial Services. Estate planning involves a discussion of gifting, trusts, wills, etc., and the disposition of business interests. We work with your existing advisors on the tax and financial consequences to create a plan that helps meet the identified goals.
Alternatives and strategies dealing with asset protection of personal
and corporate wealth, the continuity or disposition of the business
upon the business owner’s retirement, death, disability, or
decision to sell. Tax consequences and their implications are
identified and evaluated. A plan is then developed in cooperation with
your attorneys and CPA’s to implement the plan.
During the next 15 to 20 years more than 8 Trillion Dollars in assets will be transferred at death to heirs, charities, and the IRS. The IRS will be the single largest beneficiary! Let Russell Financial Services show you how to take “involuntary” philanthropy to the government and change it to “voluntary” philanthropy to areas of personal interest.