Over 750 Million Tax Liability Removed from Our Clients
Estate Planning LifeBack Tax
Estate planning involves planning for managing your assets during your lifetime and transferring them after your death. Passing your assets onto your heirs isn't necesssarily as straightfoward as it seems. Probate can be a long and deeply stressful process for your family. Depending on the size of your estate, the IRS or your state's tax authority may claim a slice of your wealth as well.
Careful estate planning will allow you greater control over the legacy that you pass onto your heirs: who receives your assets, how much they receive, and how they receive it. We can help you develop an estate plan for preserving your wealth and distributing it after death with minimal burden on your loved ones. We will advise you on:
- Assessing estate, gift, and generation-skipping transfer taxes
- Preparing and filing estate and gift tax returns
- Establishing and managing trusts
- Strategies for reducing your taxable estate, including charitable donations
- Strategies for transferring your estate to your heirs without going through the probate process
- Designating beneficiaries on life insurance plans and retirement accounts
- Reviewing estate plans to ensure federal and state tax compliance
Your Team of Tax Experts standing by to help you resolve your Tax Problems. Fast and Affordable.
You won't be alone, purchasing our service, satisfaction is guaranteed, we really care about you and tax problems.
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