Techniques to “freeze” the value of one’s estate by shifting growth and appreciation.
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None of our web sites provides legal advice. The information presented at this site and rushforthfirm.com is general information only should not be construed to be formal legal advice nor the formation of a lawyer/client relationship.
All articles written for the general public (including those at this site, on other web sites, in books, or in other print media) are necessarily oversimplified and may not be appropriate for any particular person's situation.
Information contained in these pages is NOT an acceptable substitute for personal legal advice from an attorney who is:
licensed in the state where you live;
experienced in the appropriate area of law; and
familiar with the details of your situation.
Because this site is general and cannot address all excepts and unique situation and because some of the information may not be complete or up-to-date, you cannot rely on the information on this site in making estate- or tax-planning decisions. More to the point, you should never rely on general estate planning information. The problems with a poorly designed estate plan--which may include a will or trust that is legal but inadequate--will not usually surface until it is too late to correct. Acting on general information can be penny wise and pound foolish.
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(1) avoiding tax penalties that may be imposed on the taxpayer by the Internal Revenue Service or by a court or
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