High-net-worth generational wealth transfer, Family Limited Partnerships, and fiduciary trust income tax preparation.
Calculate how much of your estate can be shielded from federal estate taxes using the .61M lifetime exemption and trust armor.
📞 Launch AI Tax Calculator →Preserving family wealth across generations requires proactive legal and tax architecture. With federal estate and gift tax lifetime exemption limits scheduled to drop by nearly 50% when the Tax Cuts and Jobs Act provisions sunset after 2025, high-net-worth families and business owners must act now. Rocket Tax Consultant AI designs comprehensive gifting strategies, Family Limited Partnerships (FLPs), and irrevocable trust structures that insulate your legacy from debilitating 40% estate taxation.
Every form we prepare undergoes rigorous multi-layer AI compliance verification and human CPA peer review to guarantee zero mathematical errors and full statutory compliance before IRS submission.
What our hybrid CPA and AI specialists deliver when you engage our team for Estate, Gift & Trust Tax Planning.
Our AI wealth modeling engine simulates multi-generational estate tax exposure under varying legislative sunset scenarios, calculating exact valuation discounts and distribution timelines across complex family trust trees in seconds.
IRS Estate Tax attorneys heavily scrutinize valuation discounts claimed on Family Limited Partnerships and gifted private stock. We collaborate with accredited appraisers and attach detailed formal valuation binders to every Form 706 and Form 709 filing.
Everything you need to know about our preparation workflow, timelines, and statutory safeguards.
For tax year 2026, the federal lifetime gift and estate tax exemption is approximately $13.61 million per individual ($27.22 million for a married couple filing jointly). However, unless Congress acts, these limits will sunset and drop to roughly $7 million per individual after December 31, 2025.
You can gift up to $18,000 per year per recipient (or $36,000 per year as a married couple splitting gifts) to as many individuals as you wish without triggering gift tax reporting or reducing your lifetime exemption.
A Revocable Living Trust is a grantor trust where all income flows directly to your personal Form 1040 without separate tax filing during your lifetime. An Irrevocable Trust is a separate legal tax entity that requires filing Form 1041 and can permanently remove assets from your taxable estate.
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