Special Estate Preservation Vehicles to Leverage Your Wealth
Asset Management Trust (Spendthrift Trust)
Beneficiary Trust
Buy/Sell Agreement
Catastrophic Illness Trust
Charitable Remainder Trust
Children’s Trust
Family Catastrophic Illness Trust
Family Limited Partnership
Insurance Preservation Trust
IRA/Qualified Plan Trust
Qualified Personal Residence Trust
Whether you're a business owner, investor, professional or entrepreneur, W.E. Griffith & Associates, LLC can assist you in understanding how to properly structure your business and personal assets to safely grow, protect, and leverage your wealth. In working with us you will learn how to drastically reduce or eliminate liability exposure, income taxes and estate taxes on your hard-earned wealth.
In partnership with a local attorney, we develop strategies that utilize Corporations and Limited Liability Companies for maximum growth of business and personal wealth.
Corporation and Other Legal Entities
Corporation (C Corp/S Election Optional)
Limited Liability Corporation (LLC)
Please note that the attorney's fees are included but billed separately.
Charitable Giving Strategies
When developing your estate plan, you can do well by leaving money to charity. Not only will it give you a sense of personal satisfaction, it can also save you money.
Although The Economic Growth and Tax Relief Reconciliation Act of 2001 (the 2001 Tax Act) gradually eliminates federal estate tax by increasing the amount that is exempt from these taxes over several years (from $2.0 million in 2007 to $3.5 million in 2009); and reducing the top tax rate over several years (from 50 percent in 2002 to 45 percent in 2007 through 2009); and finally repealing estate tax altogether for persons who die after 2009, under a provision in the law, pre-2001 Tax Act, the original rules will return after 2010.
These services will help you determine whether you are subject to federal estate tax and the effect of charitable giving on your estate. Tax law changes only increase the need for careful planning and charitable giving may play an important role in your estate plan. This fee is based upon the expected time and complexity of the services required.
If you have any issues or areas of concern regarding your business and personal assets, please feel free to give us a call.
Our office is located near Pittsburgh, Pennsylvania on Washington Road (Rt. 19) in South Strabane Township. We would look forward to meeting you!
Whether you're a business owner, investor, professional or entrepreneur, W.E. Griffith & Associates, LLC can assist you in understanding how to properly structure your business and personal assets to safely grow, protect, and leverage your wealth. In working with us you will learn how to drastically reduce or eliminate liability exposure, income taxes and estate taxes on your hard-earned wealth. 