Gift & Estate Planning Services – Vaughn Henry & Associates
Gift & Estate Planning Services
Estate planning services and wealth conservation programs for individuals of high net worth and closely-held business owners.
Successful farm or business owners and professionals should learn what the IRS doesn’t want you to know about your pension and personal wealth.
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Regain Control of Your Personal Wealth
- Zero Estate Tax Planning Resources to Maximize and Protect Your Wealth
- Equitable Business and Family Succession Solutions
- New Charitable Trust Planning Strategies for Donors and Philanthropies
- Workshops and Private Seminars for Charities and Business Planning Organizations
- Free Preliminary Estate and Charitable Remainder Trust Computerized Evaluations
Tax, Legislation and Money Links – Bookmark here for updated links
Analytical Perspectives .. Main Budget Document
9/11/2001 Tax Relief Bill for WTC Survivors and Summary
Center on Budget and Policy Priorities
General Legislative Information
National Committee on Planned Giving
Office of the Clerk (House of Reps)
U.S. Senate Committee on Finance
Year End Estate Planning Options
Off-shore and Asset Protection Trusts
International TrustsIRS Newsletter on Sham Trusts
Warren Gorham & Lamont Tax Information Links
Maximizing Family Wealth and Control
Estate Planning Information on Disinheriting the IRS – New legislation EGTRRA 2001
Downloadable FTP Powerpoint Presentation on the Family Limited Partnership or Plain File
KPMG Estate Tax Commentary on the 1997 TRA 1997
Bloomberg Business Site – Market Updates
Summary of Estate Tax Changes – July 1997
State by State Tax Information
Wills on the Web. Why probate might not be a good idea.
Avoid Family Disputes With a Buy-SellNest Egg
University of Southern California Prospect Research
Roth IRA Comparison Calculator
Roth IRA and Estate Planning – Brentmark
ERISA, Divorce and Estate Planning by Noel Ice
July 1997 – Taxpayer Relief Act
Jacobs Report on Asset Protection – Family Limited Partnership (FLP) Articles
Mel Abraham’s – New Decisions Bring New Life to Family Limited Partnerships
Maximizing the Control of Family Wealth See how families of wealth pass it down.
Identity Theft in the Workplace
Legal Tax Avoidance – Remember, Estate Taxes Are Voluntary
‘I live in Alexandria. Virginia. Near the Supreme Court chambers is a toll bridge across the Potomac. When in a rush, I pay the dollar toll and get home early. However, I usually drive outside the downtown section of the city and cross the Potomac on a free bridge. This bridge was placed outside the downtown Washington, D.C. area to serve a useful social service, getting drivers to drive the extra mile and help alleviate congestion during the rush hour.
If I went over the toll bridge and through the barrier without paying the toll, I would be committing tax evasion. If, however, I drive the extra mile and drive outside the city of Washington to the free bridge, I am using a legitimate, logical and suitable method of tax avoidance, and I am performing a useful social service by doing so.
For my tax evasion, I should be punished. For my tax avoidance, I should be commended. The tragedy of life today is that so few people know that the free bridge even exists.’
Justice Louis P. Brandeis
CONTACT US FOR A FREE PRELIMINARY CASE STUDY
FOR YOUR OWN CRT SCENARIO or try your own at Donor Direct. Please note — there’s much more to estate and charitable planning than simply running software calculations, but it does give you a chance to see how the calculations affect some of the design considerations. This is not “do it yourself brain surgery”. Is a CRUT superior to a CRAT? Which type of CRUT is best used with which assets? Although it may be counter-intuitive, sometimes a lower payout CRUT makes more sense and pays more total income to beneficiaries. Why? When to use a CLUT vs. CLAT and the traps in each lead trust. Which tools work best in which planning scenarios? Check with our office for solutions to this alphabet soup of planned giving tools.
© Henry & Associates 2001
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