Estate, Gift & Income Tax Analysis

An effective estate plan seeks to minimize estate, gift and income taxes in the context of your overall planning objectives. Complicating your ability to minimize tax exposure are constant revisions to tax laws and uncertainty about changes in tax rates, exemption amounts and whether planning opportunities we currently use will continue to be available.

The estate, gift and income tax rules are complex, and estate planning can be challenging under any circumstances given the multitude of factors to be considered. Our attorneys can assist you with understanding the complexities of the federal and state estate, gift and generation-skipping transfer (“GST”) taxes and help you create an estate plan that is right for you.

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