Personal Tax and Estate Planning

The magnitude of wealth is not determined by what people make, but rather by what they keep. Vine and Partners specialize in helping our clientele preserve and transfer wealth through effective personal tax and estate planning. We cover all facets of personal and corporate income tax planning, advise on tax-efficient structures such as crystallization of capital gains exemptions to estate planning and family trusts. For those who have built some measure of wealth, a family trust can be an effective way to move taxable income out of the hands of a high-income earner and into the hands of lower-taxed family members. Many business owners and their families have benefited from implementing this strategy.