Most personal asset transfers to heirs will certainly 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 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.