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Estate Planning Strategies

Client Centered

At Bailey Wealth Advisors, we believe estate planning means wealth preservation. Our goal is to help provide you with financial security for life and to maximize the financial priorities you have for your family and heirs. To fully leverage estate preservation opportunities and develop strategies to help achieve the family’s objectives, we consider:

  • Will and trust design strategies for the most efficient distribution, management, administration and taxation of your assets
  • Property ownership alternatives, including the review and coordination of titling and beneficiaries
  • Estate tax reduction techniques
  • Insurance analysis
  • Qualified plan distribution alternatives
  • Family-gifting strategies
  • Charitable planning
  • Employee stock options

Under the current law, the Parameters of the Estate, Gift, and GST Taxes for 2023 is $17,000 and is indexed annually for inflation.

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