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Wealth Protection
We design how your wealth is held, protected and passed on, so your family and business continue without tax or legal disruption.
What it includes
- Gift and generational transfer planning (Form 709).
- U.S. estate tax exposure for residents and nonresidents (Forms 706 and 706-NA) and U.S.-situs assets.
- Trust coordination with a licensed attorney.
- Real estate holding structures.
- Business succession planning.
Who carries it out
PAG designs the tax and wealth plan. Wills, trusts and legal succession opinions are prepared by a licensed attorney; returns are prepared by Tax Planning Plus.
Let's talk about your business and your wealth.
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