The estate tax regime in the United States is 100% compulsory. With proper planning, our clients and their families can avoid up to 100% of the estate taxes that are normally due when assets are passed from generation to generation.
Our Solution
We provide specialized expertise and guidance in navigating the complexities of estate planning from a business perspective–this includes helping clients identify their goals and objectives for the distribution of their business assets, such as ownership succession, management transition, or sale strategies.
In conjunction with our team of attorneys, we help prepare a comprehensive estate plan that minimizes estate taxes and provides sufficient liquidity that assures that your assets are passed on intact to the intended individuals.
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Learn more about how we can help you and your business.