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How much will Uncle Sam inherit when you die?

 

This portion of our site is devoted to inform you about estate and gift tax matters, first, starting with definitions to assist our less experienced users, and then on to explaining the building block techniques available to us to reduce estate and gift taxes. Using such tools we have assisted numerous Family Businesses in avoiding having these taxes strip their assets away to pay estate taxes.

We have expertise in the design and formation of Family Limited Partnerships and Trusts to not only provide tax efficient transitional structures to younger generations, but also protect beneficiaries from loss of those assets to their creditors (whether caused by an under insured accident, through carelessness, or x-spouses.)

 
Estate and Trust Taxation - Definitions
Trust and Estate Administration
Estate Planning Techniques
Getting Started - Client Interview Form (PDF file - 68KB) (11 pages)
Right to be Reimbursed for Federal Estate Taxes
Helpful Eldercare Information



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