Services
Protect What You've Built. Preserve It for the Next Generation.
Estate, gift, and trust tax planning to minimize exposure, facilitate generational transfer, and coordinate with your advisors.
Overview
What Is Estate & Trust Planning?
Estate and gift taxes are among the most expensive and most avoidable tax burdens for wealthy families — when planned for in advance. Blue Sage works alongside estate attorneys to ensure the tax strategy is integrated into every estate planning document and decision.
Ideal Clients
Who This Service Is For
- High-net-worth individuals with growing estate exposure
- Multi-generational families managing shared assets and succession
- Business owners planning exit and transfer of ownership
- Individuals with significant gifting goals (philanthropic or family)
Scope of Work
What's Included
- Estate tax exposure analysis and projections
- Annual gifting strategy ($18,000 annual exclusion and beyond)
- Irrevocable and revocable trust planning
- Family Limited Partnership (FLP) and LLC gifting strategies
- GRATs and Spousal Lifetime Access Trusts (SLATs)
- Charitable vehicles: Donor Advised Funds (DAFs), CLTs, CRTs
- Generation-Skipping Transfer (GST) tax planning
- Estate and gift tax return preparation (Forms 706, 709)
- Coordination with estate attorneys and wealth managers
Why Blue Sage
What Sets Our Approach Apart
Blue Sage serves as the tax coordinator across the estate planning team — translating between the legal documents the estate attorney produces and the financial decisions the wealth manager implements. This coordination role is rare and enormously valuable for complex family situations.
Common Questions
About Estate & Trust Planning
How is this different from what my current CPA does?
Most firms treat this as a once-a-year task. Blue Sage treats it as an ongoing strategy — your situation is reviewed throughout the year so opportunities aren't missed and decisions are made with full tax awareness.
What does working with Blue Sage actually look like?
You work directly with Neo — not an associate or a preparer. Engagements include quarterly touchpoints, year-end planning, and access whenever a financial decision requires tax input before you make it.
How do I get started?
Schedule a free introductory consultation. Neo reviews your current situation, identifies gaps, and outlines exactly how Blue Sage can add value — with no obligation.
Ready to Discuss Your Estate & Trust Planning Needs?
Schedule a confidential consultation with Neo to explore how this service applies to your specific situation.