Gift Assets

Sustaining your Legacy

Whether you’re looking to recapitalize your business or simply looking to secure the future of your children and grandchildren, creating a plan that gift assets effectively is anything but easy. Because of this, the most common solution other offices take is to utilize a formulaic approach to protect your wealth. While this is effective if your sole goal is to maintain your wealth, a formulaic approach can derail other goals you have by removing control over your own wealth.

At Erskine & Erskine, our first priority is to take stock of your goals and utilize proven strategies like Grantor Retained Annuity Trusts, Private Annuity Trusts, and Charitable Gift Annuities. With this combination, succession plans at Erskine & Erskine are able to both gift assets you own, while also maintaining your ability to focus on your goals with the peace of mind that you’re being provided for.

What is the best way to pass on my wealth?

While it may be tempting to search for the answer that fits, the issues surrounding succession and estate planning make it so that the path of least resistance is often detrimental to your goals. The best way pass on your wealth and assets is the way that preserves your pursuits while preserving your assets to work towards your objectives.

To get to this solution, you have to ask yourself, “What is it I want?” and then “What is it I’m willing to forgo in order to reach that goal?” With this, Erskine & Erskine, using more than a century of experience in Estate and Succession Planning, can formulate a solution built for you on the cutting edge of Estate law. With the best solutions and a dedicated, personal approach, Erskine & Erskine can build you a better plan.

Present Minded

With a focus on the present, Erskine & Erskine provides Estate solutions that don’t constrict your ability to pursue your daily objectives.

Forward Looking

While we have an eye on the present, Succession planning is found in the future. With our approach to planning, you can be assured you’ll get where you want to go.

Gift assets

 

Gifting Blogs

 

Notes on the 2015 XPX Summit regarding M&A market

All of the speakers I heard were excellent presenters with valuable insights.  Most was in the category of “lessons learned” – that is trying to extrapolate from their specific expereince and expertise to a more general prediction of the consequences of their... read more

Predictions Coming True

Last December I wrote an article published in the Family Office Review about the changing legal services market, Family Offices and the Morphing Legal Services Market, in which I predicted that: “Clients will drive the development of access to self-service, mobile,... read more