Estate and gift tax planning often involve techniques that aim to eliminate or reduce transfer taxes. Estate planning also involves asset distribution considerations – transferring your assets to your heirs in the manner you so wish. This involves considerations of equity and various personal considerations as well as every family has unique circumstances. When contemplating asset distribution at death, it is important to keep in mind that various assets pass to survivors by different means such as pursuant to the beneficiary designation form, by operation of law, per the terms of your will, your trust, etc. Estate and gift tax planning also involves consideration of the impact of income taxes and possibly state inheritance taxes (depending on the state) that may apply to transfers of wealth. Howell assists clients by working with their independent tax and legal advisors in developing their estate plan and applying ideas and planning techniques that work to accomplish a client’s objectives.

For professional consultation, contact Bryan Boyle.

The aforementioned material is a product and service listing and is not intended to be an offer for the sale of securities. Bryan Boyle is a registered representative and investment advisor representative of and offers securities and investment advisory services through Cambridge Investment Research, Inc.