Bernetich, Hatzell, & Pascu, LLC.

Sophisticated Estate Planning Techniques

Once a properly drafted Will and Revocable Trust are in place, it may be prudent to consider additional estate planning techniques in order to maximize the amount of assets passing to your beneficiaries and ensure that your assets are distributed according to your wishes. These techniques include generation skipping transfer tax planning (which is long term multigenerational estate planning), asset transfer planning both during lifetime and at death, and the use of trusts with provisions tailored to your specific circumstances.