Estate Planning

Your Heirs, Charity and the Government... One of those shouldn't be your beneficiary

At Parallax Capital, we realize and appreciate the fact that our clients have spent a lifetime building their legacy. With that said, we also realize that our clients are busy building that legacy and don’t have time to plan for their heirs.

One of the most effective ways to extend your wishes, values and aspirations far into the future is through a carefully planned and executed trust. Wealth can be a blessing or a curse. But high net worth estates also present opportunities to carefully transfer that worth to your loved ones so as to preserve your values and protect generations of loved ones from the consequences of sudden wealth, changes in lifestyle, divorce and lawsuits. In conjunction with your estate counsel, we can help protect both your family and your wealth with techniques such as:

  • Asset Protection Trusts
  • Family Dynasty Trusts
  • IRA Inheritance Trusts
  • Irrevocable Life Insurance Trusts
  • Family Limited Liability Partnerships and Limited Liability Companies
  • Charitable Remainder Trusts
  • Credit Shelter Trusts
  • Martial Trusts (A/B Trusts)
  • Intentionally Defective Grantor Trusts
  • Qualified Personal Residence Trusts
  • Grantor Retained Annuity Trusts