Estate Tax Elimination
We have strategies that can reduce and possibly eliminate state and federal estate taxes.
We constantly monitor the ever-changing tax laws and their impact on our clients’ estates. The federal and state estate tax laws have had the most proposed revisions in recent years, but all indications show that the government will not completely eliminate them.
The good news is that we have ways to significantly reduce and even eliminate those taxes from simple plans for the smaller estates to more complex plans that will allow 100% of your estate to pass to your beneficiaries instead of the government.
State Estate Tax
Did you know that your estate may have a substantial tax bill from the Federal AND State government?
Giving Up Control
Reduce your estate but maintain control of your assets – it is possible!
A Flexible Plan
Let’s face it, tax laws change frequently. Depending on your goals, we can provide a customized estate plan that anticipates and incorporates evolving legislation.