Estate PlanningEstate taxes are inevitable and expensive with tax rates ranging from 18% to 40%, and the taxes are due nine months after death. We look for and solve estate liquidity problems.
We also understand the important role buy/sell agreements and other guaranteed sales tools play for business owners. Carpentier, Mitchell, Goddard & Company LLC can value closely-held businesses for estate planning purposes because we are familiar with the related valuation issues. We are also experienced with estate freezes, qualified personal residence trusts, charitable trusts, GRITS, GRATS and other transfer strategies. The plan we structure for our clients will include the techniques appropriate for their personal objectives and goals.