Estates, Trusts and Gift Taxes

When you or a loved one passes away, an estate and sometimes a trust are created.  If you planned properly, the estate tax can be minimized.  Your estate tax is based on the monetary value of your estate. 

Trusts are a legal entity designed to protect your assets from estate tax creditors.  Proper financial planning can protect thousands of dollars for your loved ones.  We will advise you how to gift money tax-free to you loved ones, and save on your own estate taxes.




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