Synergy Wealth Partners, LLP estate planning works toward reducing one’s estate tax exposure, which typically is the highest tax one can be exposed to. At the end of the day, the goal is to preserve the client’s wealth for its intended purpose. In order to effectively manage one’s estate planning, Synergy Wealth Partners, LLP collaborates with all of the necessary parties. This includes both Houston-based and National Estate Lawyers. These parties assist with the document creation and review. Miller Grossbard & Associates, P.C. also plays a critical role with specific accounting and tax guidance. Depending on one’s circumstances, it is critical to be well versed on tech full gamut of mechanisms to deliver efficient planning, which can include:
- Trusts (IDIT, GRAT, ILIT, CLAT, CRT, etc.)
- Wills
- Family Limited Partnerships
- Annuities and other investment vehicles
