Estate & Tax Planning

how your estate plan affect your potential estate tax liability

Whether you should have a will or a trust, whether you should be considering tax planning, asset protection or simply probate avoidance, you should consider the following questions:

1. What are my goals and concerns?
2. What are my family circumstances?
3. How do I want to take care of my beneficiaries?
4. Whom do you want to take care of you during your incapacity?
5. What are my assets and how are they titled?

    

   Beyond basic estate planning, we often take into consideration how your estate plan affect your potential estate tax liability, how your plan should consider gift taxes or the generation skipping transfer tax, and when applicable, how you could benefit from income or capital gains tax planning.