Over recent years, there have been many changes in the laws involving estate planning and estate settlements. We anticipate more law changes will follow in the future. We have been very involved working with our clients in keeping abreast of these recent developments. In estate planning and settlement areas, there is the greatest opportunity for making elections and executing strategies that will normally never come up again.

We also encourage our clients to take advantage of our discount valuation services, which can provide many planning opportunities in gifting, succession, and estate planning. Estate planning and settlements involve issues that will impact your family's collective future taxes and may offer the best planning opportunities for saving tax dollars for the entire family unit.

Please feel free to contact us and discuss your questions regarding these very complex areas of the tax laws.

Category: Estate Planning & Settlement