A shocking reality for most wealthy people is that they will spend 4-6 months out of every year working for the government by paying taxes in the highest marginal tax bracket. Without some serious tax-planning, millions of dollars every year that could be redirected to family and favorite charities will go straight to the IRS.
The planning experts at Bohm Wildish & Matsen, LLP can help protect your wealth from the detriment of the US income and estate tax. Zero Tax Planning is a form of estate planning that effectively eliminates estate tax and reduces income taxes using a combination of charitable and non-charitable trusts. These tools can redirect tax money to trusts for retirement, family, and charity.
At Bohm Wildish & Matsen, LLP, we help you to answer the critical questions in order to reach you tax planning objectives: