Estate Tax Planning

Conservatorship — Word Tax with Clock on the Office Workplace in Independence, MO

Historically speaking, the federal estate tax is levied on the transfer of a person's money/assets after death. In actuality, it is neither a death tax nor an inheritance tax, but more commonly known as a transfer tax. Legal planning to avoid or minimize federal estate taxes is both an important and prudent aspect of comprehensive estate planning. I can help with any questions relating to estate tax planning with their extensive knowledge in this field. 

 

Our experienced team can answer questions about:

  • Federal Estate Tax Exemption
  • Annual Gift Tax Exclusion and Lifetime Gift Tax Exemption
  • Generation-Skipping Transfer Tax Exemption
  • Portability
  • and more