Tax Planning and Estate Trusts

Tax Planning and Estate Trusts

Legal strategies for those who would like to protect and preserve inheritances for spouses, children, or beneficiaries with disabilities. We will explore your unique situation and discuss which strategies will meet your estate planning goals while minimizing taxes and ensuring your loved ones are well provided for.

Related Resources

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Young Beneficiaries – Information for Parents and Estate Trustees

Did you know that a child under the age of 18, referred to legally as a minor, is actually not…

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Advice for Handling Estate & Trust Accounting

We offer an administrative and accounting support service to free you from the complex and time-consuming task of being an…

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Tips for Saving Probate Fees

What Is Probate? Probate is the process of having an individual appointed by the Court as an Estate Trustee (also…

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