Estate & Gift Tax
“Ensure the Preservation of Your Estate”
At Nazaire & Co. we understand that sometimes it’s not about what you own when you’re living but what you leave behind. It’s important to ensure that your estate (your home, investments, accounts, and vehicles) are protected from large estate taxes.
We offer strategies to minimize estate, gift, income and generation skipping taxes, using sophisticated planning techniques.
Services include:
Advisory Services
For compliance of documents and fiduciary responsibilities.
Financial Services
From family member trustees/alternatives, to bank trusts.
Tax Compliance
Ensuring that you remain up to date with all necessary payments and paperwork.
Life Insurance Reviews
For both Irrevocable Life Insurance Trust (ILIT) and Trust-Owned Life Insurance (TOLI).
Principle & Income Accounting
To minimize your overall income taxes and find deductions.
Structured Settlements
Legal settlements paid out as an annuity for additional tax advantages.
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