upon your specific situation and goals, there are many different
strategies to facilitate the transfer of your estate in an expedient
and tax-efficient manner. Your Ziegler financial advisor, along with
the other professionals that you consult with such as your attorney and
tax advisor, can help devise the right strategy for you. As an
introduction, we’ve provided a brief description of some of the
strategies and trusts that might be considered when creating your
tailored financial plan.
Revocable Living Trusts
Credit Shelter Trusts
Irrevocable Life Insurance Trusts
Family Limited Partnership
Charitable Lead Trusts
Charitable Remainder Trusts
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