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Tax Filings for Estates, Trusts & Gifts We will apply our tax knowledge and expertise to properly prepare your tax returns so as to minimize your tax liabilities. We work with clients across the U.S. Estate Tax Planning Using our estate planning expertise, we will development strategies to protect your assets, distribute them according to your wishes, and otherwise provide for your family. Our professionally developed estate plan will not only reduce estate taxes, but will also assist you to: provide for an orderly transfer of your assets in accordance with your wishes minimize the taxes on your estate and maximize the inheritance for your beneficiaries provide for any special needs of family members appoint a guardian for minor children ensure the availability of cash to pay necessary taxes and administrative expenses ensure the continued operation of a family-owned business bypass probate administration for your estate

Trusts
Trusts are a very useful tool that can be used to reduce estate taxes and provide liquidity to your estate. They are usually an important element of an estate plan.

Trusts can be "living" - that is, established during the Grantor's lifetime, or testamentary - established in a Will. A living trust can be revocable - subject to termination or modification at any time by the Grantor for any reason - or irrevocable. As for testamentary trusts, a deceased Grantor is unable to change the terms of a trust created under his/her Will, so these trusts are always irrevocable.

Let us help craft the trust(s) that meet your personal, family, and business objectives.

Gifts
Taxes that are imposed upon death provide an incentive to transfer assets to others before death; and therefore gift tax laws were designed to prevent complete tax avoidance by this route. The Federal Estate Tax is integrated with the Federal Gift Tax so that large estates cannot be shielded from taxation by lifetime giving. Many states also impose an estate tax.

Let us assist you in establishing a gifting program by which you can, if you so desire, transfer the maximum value of assets allowable by law.

Contact us to discuss your how we can assist you in meeting your estate, trust, or gifting objectives.