A myriad of ways exist to reduce tax exposure, from making gifts during a client’s lifetime, to preparing specialized trusts, including credit shelter trusts, annuity trusts, and life insurance trusts. The attorneys at Wollinka, Wollinka, & Doddridge consider the individualized needs of each of the firm’s clients when strategizing to reduce tax exposure. Every case is different, and many clients have a different focus than the other, and our firm strives to tailor each plan to the specific client.
Wollinka, Wollinka, & Doddridge provides the following services to aid in tax reduction:
- Credit Shelter Trusts
- Irrevocable Life Insurance Trusts
- Annuity Trusts
- Private Annuities
- Charitable Trusts and Gifting