Estate Planning

We work closely with your tax and legal professionals to show you how to insure that your assets are left to the people you choose. We also show you how to minimize or avoid estate taxes, which is often considered a "voluntary" tax. Why do some say that the tax is voluntary? Because there are several strategies available today to allow informed people ways of avoiding that tax. Currently, Federal Estate taxes are levied on estates over $5,430,000 (2015). In addition, 21 states and the District of Columbia currently either have a state estate tax, an inheritance tax or both!