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Estate Planning

A well-formed estate plan can make a big difference in what is left for your loved ones.

A big part of maximizing what you leave behind is minimizing your taxes. Federal taxes on gifts and estates can be among the highest assessed on any financial transaction. In addition, some states levy their own estate or inheritance taxes.

Both estate and gift taxes usually have exemption limits, meaning you can give up to a certain amount without incurring tax. Many people use the gift tax exemption to transfer assets while they are still living, as part of their strategy to maximize what their beneficiaries receive.

Without strategic tax planning, taxes and the probate process can reduce the amount you leave to your beneficiaries. We can work with your estate planning professionals to maximize what you leave behind, and not let taxes minimize it.

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