Wealth Transfer and Estate Planning

For many high net worth families, federal estate taxes will drastically deplete their assets before their heirs receive any of their expected inheritance.  Minimizing estate taxes is an important part of the estate planning process, and life insurance is often used to provide a tax efficient, leveraged source of funds to fund the estate plan.  By utilizing lifetime and annual gifts, charitable deductions, credit shelter trusts, irrevocable life insurance trusts, and numerous other techniques, SouthCap works with advisers to design and fund an optimal estate plan.