Client Login
Contact Us
Call Us
Locations

Estate Planning

Ballast Advisors Estate PlanningWhether you want to maximize inheritance for your heirs, keep the family business in the family, or leave a philanthropic legacy, we work diligently to make your wishes a reality. With an emphasis on reducing estate taxes and minimizing probate costs, we will help coordinate key aspects of your estate plan—wills, life insurance and trusts—and assemble a team of experienced professionals to work with you and your other advisors.  

  • Property Ownership, Estate Planning Process, and Goals
  • The Federal Gift Tax
  • Methods of Estate Transfer During Life
  • Methods of Estate Transfer at Death
  • The Federal Estate Tax
  • Estate Liquidity and Postmortem Actions
  • Estate Planning Issues Related to Generation-Skipping Transfer Tax and Income Tax
  • Estate Planning for Special Situations: Incapacity, Family Arrangements & Selecting Fiduciaries