Estate / Trusts

Regardless of your age or economic situation, proper planning is essential in ensuring that your assets will be preserved and distributed according to your intentions. WS+B takes a comprehensive approach to estate planning. Our specialists will help with developing and implementing strategies to:

• Set your personal goals and objectives
• Estimate your net worth
• Preserve and build your wealth
• Ensure adequate retirement income
• Determine insurance needs
• Minimize estate and other tax liabilities
• Maximize trust, gifting and planned giving benefits
• Plan efficient transfer of your assets
• Monitor and adjust your estate plan as needed

WS+B's estate planning professionals are CPAs with specialized training in estate, tax and trust matters. They are Personal Financial Specialists (PFS), Certified Financial Planners (CFPTM) and Certified Specialists in Estate Planning (CSEP).

WS+B will ensure that the greatest value of your assets is ultimately transferred to your beneficiaries in an organized and efficient manner.

Estate & Trust News

Inside the Current Issue:

Features:
2013 Tax Law Changes Warrant A Review of Your Estate Plan
To ensure that you minimize your tax liability and that your assets will be distributed according to your wishes, you need to review your estate plan now.

Consider using Defined Value Clauses when Making Gifts of Hard to Value Assets
During the fiscal cliff crisis there was much uncertainty as to whether the federal gift exemption would be extended to 2013. At the end of the year, many wealthy individuals rushed to make gifts to trusts using hard to value assets, such as an interests in limited liability companies and non-voting closely held stock.