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

trust for children 

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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How Can Trusts Help Me and My Family? FAQ

What is a trust? A “trust” is a relationship where one person holds assets for the benefit of someone else….

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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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