Even though increases
in the unified estate and gift tax credit have reduced or eliminated the
federal tax on estates, many taxpayers still face a hefty burden.
Proper planning can reduce this burden significantly and maximize
the assets that pass to your heirs.
provides gift and estate tax planning services to help you achieve your
We begin by inventorying your assets and projecting the potential
estate tax liability. Personal
considerations are addressed with you to determine an appropriate plan to
reduce the estate tax burden through use of various techniques, including
family and charitable giving and trusts.
Finally, we act as a liaison between you and your attorney to
ensure that the plan is properly implemented and carried out.
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