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The Estate Tax Still Matters

The Estate Tax Still Matters for Many of Our Clients

The estate tax is hugely relevant to our clients with larger estates.  When we provide estate planning services for individuals with estates having a value of more than $5M and estates of married couples with a value of more than $10M, we have to consider the impact of the 40% federal estate tax on the value over those amounts.  Without proper planning, it may mean the family will have to mortgage or sell the farm or business.  Fortunately, there are estate tax planning solutions that can be implemented that will effectively eliminate the estate tax on almost all estates, even those estates that have a value of $40 million dollars or more.

The Estate Tax Calculator

One of our affiliate organizations, EstatePlanning.com, has published a calculator that allows you to estimate the impact of the estate tax and probate fees on your estate.  Here is the link:

Estate Planning Tax Calculator


In our view, the estate tax is a voluntary tax. It is now possible to implement planning solutions that eliminate the estate tax for the current generation and all future generations into perpetuity. Some of the solutions are conventional and well-known. Others are unique and innovative.

  • Life Insurance Trusts
  • Grantor Retained Annuity Trusts (GRATs)
  • Business Entity Structuring
  • Third Party Grantor Trusts
  • Charitable Lead Trusts
  • Self-Settled Grantor Trusts
  • Tax-Free Sale Transactions for SCINs and Private Annuities
  • Generational Split-Dollar Life Insurance Strategies
  • Gift Loans

Our Connections

ILP + The Book


It is possible to protect yourself, your family and your business or professional practice from the real threats that keep you up at night.  The law provides more and better solutions than ever before in history. In this book, Stan explains in clear, understandable language how these powerful solutions can be deployed to protect what you have earned and built.

Available Early Summer 2015

ILP + The Webinar


In this hour-long webinar, Stan explains how to avoid probate and protect your heirs with a revocable living trust. You will learn how to protect your loved ones what many consider to be an expensive, lengthy, and unnecessary court process. You will also learn what a living trust is and why having a living trust will protect your children, grandchildren and other heirs.

Available Now

The Roadmap

The Roadmap to Total Protection will guide you to complete protection and peace of mind in a simple 3 step process.

Numbers Don’t Lie

Years of Combined Experience
In Billions, the Dollar Value of Wealth We Have Protected
The Number of Clients We've Served
The Percentage of Clients Who Say They Will Refer Their Friends To Us

Find out if we’re a match

Schedule a meeting to learn about the many ways we can help you.