Estate Gift Planning

Rather than allowing the government to acquire what you've worked hard to earn, take measures to assure your family receives the benefit of your hard work. Proactively preserving wealth for your loved ones could save your family thousands of dollars in gift and inheritance tax. In fact, annual giving is one of the most straightforward ways to provide for your heirs. Our experts will show you exactly how much you can gift while avoiding going over the maximum allowed and keep them from incurring taxes.

Below are estate tax organization forms to help you systematize your information: