Estate, Gift & Income Tax Planning

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Do you know which taxes will affect your family's future? You have worked hard for what you have, and, when it comes time to plan for the next generation, taxes can play a significant role.

Overview

Today, three primary systems of wealth transfer tax planning apply in the United States – gift tax, estate tax and generation-skipping transfer tax. To minimize the impact these taxes may have on a transfer of your wealth, we take great care in the advance planning – taking into account each taxing scenario, the associated issues and concepts and the applicable state law.

We will also take a holistic approach to your tax planning by considering and incorporating, where applicable, other planning vehicles you may have in place, including life insurance policies and retirement plans.

A certain degree of flexibility is built into each and every plan to respond to the possibility of future change, whether in the tax laws, the economy or a family situation.

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