Estate Conservation

We can provide you with a no-obligation Estate Tax Concept (ETC) that encompasses a thorough review of your estate and income taxation. This analysis will provide recommendations on how to help minimize your future tax bill through proper estate conservation strategies.

This analysis encompasses all aspects of estate conservation strategies such as reviewing the issues of proper design which include a full review of insurances and/or investment products used in your estate conservation strategies.

We will look at balancing your assets between named persons to also minimize estate taxes. We will show you how to get the most out of your estate by designing a tax efficient spend down of your assets.

We can also assist you in regards to Charitable Giving Techniques, such as Charitable remainder Trusts, Charitable Lead Trust, and Family Foundation Strategies.

Our Estate Tax Concept (ETC) programs will estimate what your current income, tax and estate tax liabilities are today and in the future, as well as show you recommendations on how you can get the most from your assets for you and your family and/or charities.

Sandvold and Associates does not provide legal or tax advice, but we can work with your attorney or CPA if desired.

There is no cost for this consultation and design.