Federal, state, estate, gift, income, and generation-skipping taxes are constantly shifting, with different implications for different people. Whether I work with you to create a plan or to settle an estate, I will make sure critical tax questions are answered.
There are often decisions that can significantly impact the tax liability of your estate, or the estate you are administering. I will focus on ensuring an orderly and tax-efficient property transfer, working with your investment advisors, accountants, insurance planners, or other professional advisors when appropriate.
Together, we will find the right balance of expressing your wishes while protecting against taxes to the fullest allowable extent.