Estate Tax Planning

What is Estate Tax Planning?

Estate Tax Planning is the review, structuring, and implementation of strategies to manage tax liabilities and pay moderate amounts of income tax today rather than defer the maximum amount of income tax until death when a large portion of your estate may be taxed at the highest rates.


Should you be using Estate Tax Planning?


Anyone who has assets or is accumulating assets for retirement, with intention of passing those assets onto the next generation or charitable organization without having a large chunk go to the tax collector, should seriously consider Estate Tax Planning.