Beneficiary Defective Inheritors Trust (BDIT)
Price: $25,000.00
The Spousal Protection Trust™
An irrevocable trust designed to me the estate and gift tax requirements to qualify for the unlimited marital deduction.
Price:
$15,000.00
This type of trust is commonly referred to as a QTIP trust because it meets the definition in the tax laws to be considered “Qualified Terminable Interest Property”.
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the ethos difference
Unified, Coordinated System
At Ethos, we believe true planning extends well beyond document preparation.
We integrate tax strategy, asset protection, business planning, and legacy planning into a unified, coordinated system designed to help families and business owners build, protect, and transfer wealth more efficiently, more effectively, and more personally.
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