Estate & Trust Tax Preparation

Who would ever think that dying is a numbers problem? In fact, few of us like to even think about dying. However, thanks to our government and taxes, dying is a numbers problem and this reality requires us to plan well in advance. In order to limit or even avoid estate taxes the earlier arrangements are made, the greater the chance of taking full advantage of our complicated tax system.

It is important when planning to transfer an estate that adequate provision is made. Getting it right requires considerable skill and foresight – along with a detailed knowledge of the current tax laws. That’s where we come in by providing effective estate and gift planning that facilitates the orderly transfer of your assets to your beneficiaries, provides security for your surviving spouse, and help reduce or eliminate the tax due on the transfer of your business and other assets.

For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

For an informal, no-obligation talk about how we can help with your estate and trust preparation, simply call us at 636-343-4511 or use our contact form.

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The Tax Man Blog

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