Tax planning for financially
successful families & individuals.

Typical clients have a net worth of greater than $2,500,000

A look at how we serve our clients:
Clients: Tim & Pam
*Names have been changed to maintain client confidentiality
Age(s): 3 generations
Estimated Family Net Worth: $10.7 million
Looking For: Estate planning assistance, tax minimization for wealth transfer, older family members exiting the business, family office consulting
The Situation

Tim and Pam had successful careers in their respective fields. They had worked with a local CPA for years to file their taxes, but were looking for more specific expertise and tax planning. They approached Allmon, DiBernardo & Associates to work with their attorney to develop a plan to minimize their estate tax.

Our Approach

With more than 25 years of experience in complex tax planning, our team began with a comprehensive evaluation of Tim and Pam, their family, and their goals. During this evaluation, we discovered that ensuring their heirs managed their inheritance in a responsible manner was as big of a concern to Tim and Pam as was reducing the estate tax.

The Results

Our team worked alongside Tim and Pam’s attorney to form various types of trusts that would accomplish different goals. We established one trust that would preserve enough principal to provide for the basic needs of Tim and Pam’s heirs, another trust that allowed for pre-established distributions for more leisurely expenses, and a final trust to fund education expenses, including financial education for the heirs. In addition, we were able to avoid all of the estate tax, so the entirety of Tim and Pam’s wealth will be preserved for their heirs into perpetuity.

Business OwnersReal Estate Investors
Becoming a client

A simple 3-step onboarding process