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Looking to the Future

CLIENT SITUATION

 

One prominent businessman wanted his assets to cover his family's current needs while also minimizing taxes. Having recently become grandparents, he and his wife also wanted to fund a generation-skipping trust that could help future members of their family.

OUR SOLUTION

 

Abbot Downing listened carefully, then developed a plan that combined asset management strategies with tax and wealth planning.

THE RESULT

The Abbot Downing team used tax-efficient investments to fund the couple’s current lifestyle, then funded a generation-skipping trust with less tax-efficient assets. The trust's Delaware status means it will help future generations in perpetuity.

 


DISCLOSURES

These materials are provided for general education and illustration purposes only. They were prepared by Abbot Downing and have been obtained or derived from information we consider reliable, but we cannot guarantee their accuracy or completeness. Abbot Downing does not undertake to advise you of any change in the information contained in these materials.

Wells Fargo & Company and its affiliates do not provide legal advice. Please consult your legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of you own situation at the time your taxes are prepared.