The professionals of Maguire Financial Group boast decades of experience helping affluent families develop and achieve their estate planning objectives, helping ensure the lives of our clients’ children and their future generations are enriched by reaching their full financial potential is our priority.
We have extensive experience in developing custom designed estate tax planning strategies and we welcome the opportunity to share these strategies with you. The professionals of Maguire Financial Group utilize many powerful strategies in helping develop your personal plan, including:
- Sales to Irrevocable Grantor Trusts
- Estate Freezing Techniques
- Private Annuities
- Joint Purchases
- Grantor Retained Annuity Trusts
- Various Forms of Charitable Trusts
- Irrevocable Life Insurance Trusts
- Effective Use of Various Forms of Life Insurance
In order to achieve the greatest reduction of the potential Estate Tax burden, we typically utilize a customized combination of these techniques, as well as others, while allowing for significant flexibility, should your objectives change in the future.