We are here to assist you as a financial consultant, working hand in hand with you to increase your net worth and then, working with you to minimize your estate taxes. A total program can be designed for you including analysis of net worth, review of investments, family gifting, establishment of trusts, retirement planning, family business transfers, and estate tax planning. In this manner, we can assist you in maximizing the financial benefits for both you and your heirs. We work as part of a team with your attorney, investment advisor, and insurance representative to insure that you receive the estate planning which directs your assets according to your intent while minimizing the overall estate tax burden. A few of the numerous estate tax planning ideas which we can consider for you include: Gift-splitting Testamentary Trusts Life Insurance Trusts Generation skipping Intra family Transactions Private Annuities Gift Leaseback Family Limited Partnerships Sale Leaseback Charitable Remainder Trusts Grantor Retained Income Trusts GRITS Grantor Retained Annuity Trusts GRATS Grantor Retained Unitrusts GRUTS This is an overview of the estate planning services the professionals at Dwight Darby & Company are able to provide. If you would like additional information regarding any of these services, contact John Wilkinson.

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