Wealth transfer strategies are at the core of our business. This recent article featured in Business Week is an excellent example of various wealth transfer strategies used by billionaire families. You don’t have to be the Waltons to benefit from such strategies, so let us help you incorporate these strategies into your estate plan today.
In accordance with IRS Circular 230, this article is not to be considered a “covered opinion” or other written tax advice and should not be relied upon for IRS audit, tax dispute, or any other purpose. The information contained herein is provided “as is” for general guidance on matters of interest only. Hoffman & Associates, Attorneys-at-Law, LLC is not herein engaged in rendering legal, accounting, tax, or other professional advice and services. Before making any decision or taking any action, you should consult a competent professional advisor.