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Trust & Estate Services

DLHC LLC provides estate tax planning and compliance services that help you secure your legacy, minimize income taxes, and maximize what you leave behind. With constantly changing tax laws, wealth transfer planning can get complicated. Our estate planning and tax compliance services keep you up to date and make the wealth transfer process seamless and stress-free.

With over 30 years of experience in tax legislation, our team of professional CPAs is ready to work closely with you to find unique tax-saving opportunities and secure your family’s wealth. Simplify wealth transfer and tax legislation with tax planning tools and one-on-one meetings that keep you informed and prepared.

What is Estate Tax Compliance?

Estate tax planning involves minimizing the federal estate tax imposed on property transferred from a deceased person to their beneficiaries and ensuring compliance with tax law. 

The majority of estates are not liable for paying estate tax, as they commonly do not exceed the exemption limits imposed by the IRS.  With tax exemption amounts of approximately $6 million per person as of 2022, only about 2 out of every 1,000 estates are subject to estate tax. On average, taxable estates will pay about one-sixth of their total value in tax.

Trusts & Trust Types

At DLHC, LLC, we know that your legacy involves more than just your assets. You have high hopes for the future of your finances and want to protect that future to specific ends. We can help you set terms on several types of trusts to give you the utmost control over your financial resources—now and later.

Trusts come in all shapes and sizes to suit your specific needs, but in general, each involves a trustor (you), a trustee (responsible party), and a beneficiary (recipient of the trust). So, which form of a financial trust is best for you?

Living & Testamentary Trusts

A financial trust is a powerful tool, during your lifetime and afterwards. Living trusts allow you to set aside resources for the specific, restricted use of a beneficiary while you’re alive. These funds later transfer to the beneficiary under the supervision of your trustee.

Testamentary trusts (also called will trusts) set out customized uses for trust assets after the death of the trustor. In both living and testamentary trusts, you have full control over the circumstances of asset transfer and purposes to which those assets may be used.

Revocable & Irrevocable Trusts

In keeping with its name, a revocable trust may be altered or even withdrawn during the trustor’s lifetime. Unlike wills (which require delegation through a probate court) revocable trusts are handled by a private entity, creating more privacy and a greater transfer of wealth in general.

On the contrary, irrevocable trusts are just that. Irrevocable trusts are set in stone and unchangeable, providing a definitive tax advantage by removing the trust assets from the trustor’s taxable estate for a greater transfer of wealth.

Other Trusts

Trusts are an ancient product designed to streamline an easy and effective transfer of wealth. After centuries of reliable use, trusts have taken on nearly too many shapes and sizes to list. There are funded and unfunded varieties, charitable trusts, retained annuity trusts, and special needs trusts. Whatever plans you have for your finances both during and after your lifetime, DLHC is here to help.

As your assets go, so goes the future of your loved ones and family. DLHC, LLC, can create a bespoke trust to suit your needs, provide peace of mind, and help you influence the direction of your assets and the people you care most about.

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