Inheritance Tax Planning

This is the process of planning to protect your assets from what can be a significant amount of tax balanced by ensuring you have sufficient assets to live on for the rest of your life.

Creating and implementing plans and strategies to make sure that your assets are passed to your intended beneficiaries. Estate planning involves the development of strategies for protecting your assets, distributing them according to your wishes, and making provision for your family. A carefully developed estate plan can potentially save your heirs from paying a substantial amount of estate taxes.