What is Tax Planning?
Most personal asset transfers to heirs will involve a certain level of tax planning to reduce tax liabilities afforded with the decision undertaken. Therefore, we will work with you to devise a plan that keeps the tax liability as low as possible.
- Anyone wishing to protect the distribution of assets from unnecessary tax liability.
- Parties with assets needing to use estate planning devices.
- Anyone who has decided to take advantage of the benefits of the future distribution of assets.
Approximately 5-7 business days*
*Depends on each Case and/or Controversy.
Why our firm?
Tax Planning is a necessary element of estate planning. Our Team can help with properly reducing unnecessary tax liability associated with the allocation of assets so more funds go to where they should.