Building wealth is half the job. Protecting it is the other half.
Wilson Hand's trust and estate planning protects your assets, reduces estate taxes, and makes sure your wealth passes on the way you intend, working alongside your tax strategy.
20 minutes. If nothing fits, we'll say so.
The challenge
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Estate tax
Federal estate tax of up to 40%, plus state taxes, can take a large share of what you leave behind.
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Probate
It's public, slow, and expensive, and it can lead to family disputes.
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Creditors and lawsuits
Without the right structures, accumulated wealth is exposed.
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Business succession
Without a plan, an owner's death or exit can disrupt operations and destroy value.
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Generational erosion
Without a strategy, wealth often dissipates within two or three generations.
What we offer
| Service | What it includes |
|---|---|
| Estate planning | Wills, revocable living trusts, irrevocable trusts, dynasty trusts, charitable trusts |
| Asset protection | Domestic asset protection trusts, family limited partnerships, LLCs, and compliant offshore structures where appropriate |
| Estate tax mitigation | Strategic gifting, GRATs, QPRTs, IDGTs, and irrevocable life insurance trusts |
| Charitable planning | Private foundations, donor-advised funds, charitable remainder and lead trusts |
| Virtual family office | For ultra-high-net-worth families: wealth coordination, multigenerational planning, philanthropy, consolidated reporting, risk management |
Tax and estate planning, together
What sets Wilson Hand apart is that estate planning and tax strategy are designed together, not separately:
- Capital Gains Deferral and Total Estate Shield are coordinated with your trust structures.
- The Accelerated Retirement Plan supports efficient wealth transfer to heirs.
- Partnership Special Allocation can be implemented alongside business succession planning.
Who it's for
You may be a fit if
- High-net-worth individuals and families
- Business owners planning succession
- Anyone using one of the strategies above who wants the estate plan to match
Estate planning outcomes depend on individual facts, state law, and current federal tax law. This is not legal or tax advice.