Estate Planning

Ensuring Your Legacy Is Defined and Maintained

Our team will collaborate with you and your legal counsel to ensure that you establish and execute an estate plan that is specifically tailored to meet your goals. Your estate plan works best when it is kept up to date with your evolving personal and financial circumstances. We will help ensure that any requisite changes to your plan are carefully considered and properly implemented.

Recent Blog Articles

Is a Qualified Personal Residence Trust (QPRT) Right for You?

BakerAvenue's Blog

Is a Qualified Personal Residence Trust (QPRT) Right for You?

The Great Wealth Transfer: How Will It Affect You?

BakerAvenue's Blog

The Great Wealth Transfer: How Will It Affect You?

What Issues Should I Consider When Reviewing My Estate Planning Documents?

Checklist

What Issues Should I Consider When Reviewing My Estate Planning Documents?

Will I Receive a Step-Up in Basis for the Appreciated Property I Inherited?

Flowchart

Will I Receive a Step-Up in Basis for the Appreciated Property I Inherited?

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Guidance on Estate Planning Includes:

Analyzing your assets to help you understand how your estate and financial plan currently function
Helping you identify structures to protect your assets and beneficiaries
Providing insight on estate and gift tax mitigation strategies
Identifying federal or state specific transfer regulations that may impact you
Reviewing your plan with you to ensure that it is up to date
Partnering with you to design a plan that is optimized for you and your loved ones

Estate planning can be an uncomfortable subject that many people prefer not to discuss because it involves confronting difficult scenarios. However, establishing an estate plan and keeping it updated is important in order to avoid unintended consequences for your family and other beneficiaries.

View Estate & Gifting FAQs

Recent White Papers

Your 2024 Comprehensive Tax Planning Guide

Booklet

Your 2024 Comprehensive Tax Planning Guide

White Paper

The Great Wealth Transfer Is Coming

Ensuring Your Legacy Lasts for Lifetimes

White Paper

Ensuring Your Legacy Lasts for Lifetimes

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REVOCABLE ESTATE PLANNING DOCUMENTS

REVOCABLE TRUST

Primary document in a Trust-based estate plan
Contains the dispositive provisions of your plan (i.e., who gets what)

WILL

Primary document in a Will-based plan
In a Trust-based plan, the Will functions in coordination with your trust to manage assets that are not in your trust at the time of your death

HEALTH CARE DIRECTIVE

Allows you to appoint an individual to act on your behalf for medical matters if you become incapacitated

Potential Gifting Strategies

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When you need to discuss your personal and professional life transitions, BakerAvenue is here for you.

The legal and/or tax information contained herein is general in nature, is provided for informational purposes only, and should not be construed as legal or tax advice. It does not involve the rendering of personalized investment advice and should not be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell securities. All information is subject to change. This material contains references to concepts that have legal, accounting, and tax implications, and is not intended as legal, accounting or tax advice as Baker Avenue Asset Management LP is not engaged in the practice of law, tax or accounting. Accordingly, any information in this document cannot be used by any taxpayer for purposes of avoiding penalties under the Internal Revenue Code. Information presented is believed to be factual and up-to-date, and BakerAvenue cannot guarantee that such information is accurate, complete, or timely. Laws of a particular state or laws which may be applicable to a particular situation may have an impact on the applicability, accuracy, or completeness of such information. Federal and state laws and regulations are complex and are subject to change. Changes in such laws and regulations may have a material impact on pre-and/or after-tax investment results. BakerAvenue makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult your own attorney and/or accountant for advice regarding your particular situation.

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